Caroline is an experienced Financial Adviser with a background in the financial industry and a Diploma in Financial Planning.
After three successful years as a financial adviser with Prudential Financial Planning, Caroline was delighted to establish her own financial advice business, North Trail Financial Planning as part of The Advice Partnership from Prudential.
Caroline has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Caroline takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Caroline provides sound, personal and expert advice.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.