Following completion of a law degree, Carole joined the Financial Services industry and has over 25 years industry experience. She joined Boolers in 2001, becoming a Partner in 2013. She is an Associate of the Personal Finance Society and a Chartered Financial Planner.

Carole heads the Pensions Department, with responsibility for the SSAS, SIPP and Group teams. She also oversees the Accounts and HR Departments, and provides technical support to clients, advisers and external professional contacts.

Get to know Carole

Outside work, Carole is Mum to daughters Florence and Hattie and enjoys travel, reading contemporary fiction and watching cricket and rugby.

Loves: “Family, friends, holidays, good wine and good coffee.”

Loathes: “Drivers hogging the middle lane, Turkish Delight.”

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:

FCA Register Statement of Professional Standing