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Client Manager
Caroline has been helping clients to make good, well-informed financial decisions since qualifying as a financial planner in 1997. She joined Paradigm Norton in 2016 and her previous experience includes 10 years with a leading accountancy firm.
She has long believed that money is a means to an end and that whatever your goal in life, you can reach it more easily if your finances are well-organised and you have a clear plan.
Caroline can guide you through the pensions maze, ensure you invest wisely and arrange your affairs tax-efficiently. Most of all, she will relish helping you with life’s big decisions – perhaps to retire early, change direction or gift money to family or charity.
Outside of work
Caroline is an outdoor enthusiast who loves to travel and has a long bucket list; her challenge is finding time to tackle it! Her favourite places include the Dolomites, Crete, India, wildlife spotting in the Rockies.…and anywhere with great food. She also has a passion for live early 80’s electronic music.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
