Carolyn has been providing clients with bespoke, independent financial advice since 2002. She believes she has been successful for a number of reasons. She has been dedicated to giving highly individual advice that is entirely focused on her clients' specific circumstances and needs, and, by always ensuring she is aware of the ever-changing developments within the financial services industry, she has been able to offer the most suitable, tailored solutions to her clients.
What her clients expect of her is an objective, professional and efficient service that is delivered with a personal touch. She believes that the key to successful advice is creating a trusting relationship with her clients so that she can provide holistic financial advice.
Carolyn joined forces with Cotswold Financial Planning as she liked the way they work – helping clients to understand their real issues and providing fee-based guidance on how to achieve their goals. The use of sophisticated financial planning software shows you where you are today and what is required to get you where you want to be. Carolyn will implement your plan and utilise her professional contacts when required. And then agree an ongoing review process to ensure you stay on track.
The initial meeting is without cost or obligation and will give us both the opportunity to find out if we feel we can work together to get you on track to allow you to live the life you want to live.