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Meet Caroline

Professional life …

Following a long career in finance, I'm proud to be building a boutique style advice Practice that makes a difference to peoples lives. I particularly love working with clients to create a master plan using financial forecasting technology to help them achieve their goals. This clever software allows me to plot my clients life and financial goals to work out what the future could look like. In some cases it provides real reassurance that they are on track and in others it highlights what more they need to do to achieve their dreams. It is without doubt a highlight in the financial planning process.

Prior to launching Yorkshire Financial Planning, I joined Nationwide Building Society in 2002 after completing my degree in Theology. I began advising clients in 2007 and remained in a regulated role throughout my time there. Over the years I have met with many clients who need help, support and advice. I’ve helped them by having the right conversations, explaining things simply and keeping them informed every step of the way. It’s important to me to always work on the premise that I’ll only recommend something if;

  • I genuinely believe it’s right
  • It’s what I’d recommend to my own family and friends in the same situation.

This ethos led me to be nominated for ‘Employee of the Year’ and ‘Trusted Adviser’ national recognition whilst at Nationwide.

Leading Regulated Advice academies was a career highlight for me. Helping new advisers become qualified and training them to the high standards required was a real pleasure. I still hear from my mentees and it literally makes me fizz with pride at what they have achieved. My own professional development continues to be important and I expect to achieve Charted status in 2024.

" Financial wellbeing is not a luxury reserved for the wealthy.

It’s a basic need for everyone.

Talk to us to find out how we can help!"

Personal life …

My home is a beautiful period property in East Yorkshire and I love nothing more than spending quality time in it with my husband. We usually have some sort of DIY project on the go or I can be found in the garden where I grow my own fruit and veg. It’s a bit like ‘The Good Life’ with homemade chutneys and infused gins! Dorothy had it spot on when she said “there’s no place like home”.

In my spare time I enjoy seeing family and friends, usually over some good food and the occasional cocktail. Relaxing with a good book, box set or movie is a favourite past time. I take self-care pretty seriously and value the mental health benefits that exercise gives me. Whether its PT, HIIT sessions or Yoga, I love the physical challenge of pushing myself to be stronger, healthier and fitter. Occasionally, I really do push myself out of the old comfort zone leading to 2 sky dives being completed… and yes I would do it again!

It would be remiss of me not to mention the love of my life… Jinx. I’d like to say that she’s just a cat and we have a perfectly normal relationship but the reality is I’m a crazy cat lady who she has total control of.

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Review for Caroline

Taking early retirement I needed the best advice to make my pot give me the maximum income for the longest term. All the advice was clear, easy to follow and understand. My pots have been put to the best use by the planning she has recommended. I am truly satisfied with what Caroline has done and will continue to do going forward.

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