0330 038 8942
Based in Wolverhampton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
Last checked: 18 March 2025
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
10
Recent Client Reviews
Caroline has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Caroline has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Caroline has not yet added their qualifications to their profile
Qualifications not yet added
Caroline has not yet added their qualifications to their profile
Transparent Fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Caroline has provided information on their typical fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
Last checked: 18 March 2025
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
10
Recent Client Reviews
Caroline has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Caroline has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Caroline has not yet added their qualifications to their profile
Qualifications not yet added
Caroline has not yet added their qualifications to their profile
Transparent Fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Caroline has provided information on their typical fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My role allows me to support employers and the benefits they provide for their employees on a national basis. We work with businesses whose employees range from 5 to 1000. Our research as independent financial advisers, ensures the most appropriate schemes are put in place and tailored for the needs of each of the client companies we service. Whilst pension schemes are compulsory for UK employers, death benefit and sickness schemes are often required. Understanding these plans and the security they offer through employee pension clinics and presentations, enables them to be valued by employees and their employers outlay recognized and appreciated. At retirement I am also there to help navigate through the complex structure of pensions and the multitude of arrangements that employees frequently hold when they decide the time is right for them to finish. Having worked in financial services for 40 years, I have experienced every area of financial planning and enjoy nothing more than sharing this knowledge and expertise with my clients to provide the guidance they require.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Caroline's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.