Caroline Schofield is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. Caroline has held various managerial positions in the financial services industry, focusing on exceeding sales targets, maintaining quality standards, and managing risks. With experience at companies like Wren Sterling, RE Morley, Prudential Financial, HSBC, Lloyds Banking Group, Bank of Scotland Investment Service, and HBOS, Caroline has demonstrated expertise in coaching and developing teams to achieve success in wealth management and business banking. Caroline's educational background includes a Diploma in Management Studies and A levels in Mathematics, Geography, and Biology.
Previous companies
February, 2021 - present