A warm welcome to our new team member


We’re delighted to introduce Caroline, our newest member of our Rutland based team. Caroline has joined Grayson Lewis Financial Planning as a Paraplanner, bringing with her over a vast amount of diverse career experience in wealth management and financial planning.

Her background encompasses various roles, from leading financial services teams to spearheading training and development initiatives for junior colleagues. Caroline’s extensive knowledge and skill set makes her an invaluable addition to our team.

At the heart of Caroline’s work lies a deep commitment to delivering exceptional service to our clients. Her technical ability plays a pivotal role in nurturing and strengthening client relationships. Caroline works across a wide range of product areas, however has particular specialisms in inheritance tax planning, pensions, income drawdown analysis, and tax calculations.

Caroline Sowter said, “Being local to Oakham and having grown up in Rutland, it is very exciting to join a local growing business. I am excited to be joining a practice which shares the same vision of delivering financial planning to clients and not being a transactional service. 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.”

Nick Henbrey, Managing Director said, “Caroline is a highly skilled Paraplanner, and I am delighted she has chosen to join our growing Rutland based team. Having worked with Caroline previously I know her appointment will greatly enhance our existing team. Her exceptional knowledge of pensions and inheritance tax planning is a huge asset to our team and clients”. 

Welcome to the team!

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

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