Caroline brings a wealth of experience to the advice she provides for a range of high-net-worth individuals. She provides holistic financial planning advice to a wide range of RBC Brewin Dolphin clients, including sports professionals. She also works closely with other professional services contacts such as accountants and solicitors, providing advice to their clients.
Her diverse range of clients, many from younger generations, has helped to contribute to the diversity of Manchester office’s client base. Many of Caroline’s clients are new to wealth, so she supports them in developing their financial knowledge and managing their expectations.
A Chartered Fellow of the Chartered Institute for Securities & Investment, Caroline has 30 years of experience in financial planning and investment management. She joined RBC Brewin Dolphin in 2014 and is currently on the office’s Management team. Caroline sits on the Liverpool Sporting Dinner committee, which organises events to raise money for Lord’s Taverners, a charity that runs cricket programmes for disadvantaged children.