Carly Dalton Dipfa

Carly Dalton DIPfa is an experienced paraplanner with a robust professional background in financial services. Currently serving as a paraplanner at True Potential LLP since March 2020, Carly has previously held similar roles at NEWMAN COZENS, Compass Wealth Management Consultants Ltd, JCF Financial Services Ltd, and Merchants Ifa Ltd, where support was provided to multiple financial advisers. Earlier career experience includes a position as a Trainee New Business Analyst at Prosperity Independent Financial Advisors & Stockbrokers Ltd and roles in commercial finance and claims handling. Carly holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Level 4 Diploma in Financial Planning and Services from The London Institute of Banking & Finance.