Caroline R.

Caroline R. is a seasoned finance professional with extensive experience in financial planning and management. Currently serving as a Chartered Financial Planner at HFMC Wealth since May 2014, Caroline has a strong background that includes roles such as Head of Paraplanning at Broadstone Pensions & Investments Ltd and Financial Planning Manager at Barclays. Prior experience also includes operations as a Branch Manager at NatWest Bank and a Loss Assessor/Reconciliations Supervisor at HSBC. Caroline holds a BA (Hons) in Economic & Social History from the University of Portsmouth, complemented by educational experiences at Fareham College and Henry Cort Community School.