Caroline joined Citimark in 2010, following 10 years as a financial planner with a leading accountancy firm and shorter spells with two other IFAs.  She is a Certified Financial Planner and is also working to achieve Chartered status.  She has a strong technical background, particularly in personal pensions, SIPPs and retirement income options.

Caroline focuses on understanding clients' current financial position and their goals and objectives, to create a comprehensive strategic plan.  This will form the cornerstone for any financial products or services that she recommends.