Caroline Marshall

With over 13 years’ experience in the Financial Services Industry, Caroline joins our Wealth Management team as a Senior Account Manager. She comes to us from another Wealth Management company where she was employed as a Senior Paraplanner responsible for research and report writing for a team of Financial Planners specialising in Pensions, Investment and Inheritance Tax Planning.

Previously, Caroline spent 8 years’ as a Client Account and Practice Manager for another IFA firm based in Northampton, where she was involved in not only writing reports and Compliance, but also client meetings and the day-to-day running of the Company.

Caroline holds the Level 3 Certificate in Financial Planning and intends to work towards gaining her Diploma in Financial Planning.

In her spare time, Caroline enjoys long country walks with her dogs and two sons, swimming, following Northampton Saints and watching MotoGP.