Following completion of a law degree, Carole joined the Financial Services industry and has 30 years’ industry experience. She joined Boolers in 2001, becoming a Partner in 2013. She is a Chartered Financial Planner and an Associate of the Personal Finance Society.
Carole oversees the Pensions and Compliance Departments, advises a handful of clients and provides technical support to clients, advisers and professional contacts.
Get to know Carole
Outside work, Carole enjoys travel, watching cricket and rugby and spending time with family and friends.
Loves: “Good food, good wine and good coffee.”
Loathes: “Bad manners and bad drivers.”
Further important information
Every financial adviser and planner in the UK must be registered with the Financial Conduct Authority (FCA). They also need to hold a valid Statement of Professional Standing (SPS), which confirms the holder has adhered to a code of ethical standards, has the required qualifications and has completed appropriate on-going personal development.
We believe that all advisers should be as open and transparent as possible. Therefore, please find links to Carole’s: