Westminster Wealth Management
Caroline Burns is a skilled finance professional with extensive experience in financial services and administration. Currently serving as a Paraplanner at Westminster Wealth Management since January 2023, Caroline previously held the position of Finance Administrator at the same company from November 2020 to October 2022. Prior experience includes roles as a Front of House Adviser at Standard Life UK, where a temporary contract was extended due to exceptional performance, and as an Administrator at Close Brothers Asset Management, providing essential office support in Wealth Management. Additional experience includes reception and administrative positions at Office Angels and ELCA, where Caroline demonstrated strong organizational and client interaction skills. Caroline holds an MA (Hons) in Business Management from The University of Edinburgh, completed in 2018, following education at Musselburgh Grammar School.
Westminster Wealth Management
Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.