At work
Caroline has worked in financial services for more than 17 years and has worked with Karen and Roger for more than eight of those years. Highly experienced, she has previously worked as a Paraplanner and currently oversees the administration department.
She plays an integral part in managing the workload from client reviews, sending client documents out, processing new business with the admin team and liaising with clients. She also coordinates our Premier Review Service quarterly.
At home
Caroline has been with her partner for 31 years, and they have two children together. Being a parent brings with it the usual roles of being a cook, a cleaner and a taxi, but when she can, Caroline loves going on walks with her dog, going to the gym and socialising with friends and family.
Contact us
If you would like to find out more about how we can help you, just get in touch using our online contact form.
ScottLee Financial Planning LLP is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. ScottLee Financial Planning LLP is entered on the Financial Services Register (www.fca.org.uk/register) under reference number 926004.
Registered Address: St Helen’s House, King Street, Derby, United Kingdom, DE1 3EE. Registered in England & Wales No.: OC431647
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
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