Caroline Sowter

Paraplanner

Caroline has a diverse career portfolio spanning more than a decade. She has experience across multiple disciplines within wealth management through which she has acquired comprehensive knowledge. From leading a financial services team, to conducting training and development programmes for junior colleagues, Caroline has developed a versatile skill set that lends itself perfectly to the many facets of being a Paraplanner.

Caroline takes great pride in the service we provide to our clients, and she is a vital member of the team. Her technical expertise is crucial in nurturing and maintaining client relationships. She is adept at both communicating with clients and leveraging her technical knowledge to ensure accuracy and attention to detail. She specialises in analysis and tax calculations for pensions, investments and income drawdown.

Caroline is dedicated to her craft, she says:

With over a decade of experience within wealth management, I am passionate about what I do and always strive to develop my industry knowledge further to support our clients and deliver an unparalleled service. At every client touchpoint and interaction we uphold the same high standards to create a seamless and positive experience that our clients can rely on time and again.