Carolyn started her career in the financial planning profession in 1987 as an admin assistant. She joined Bloomsbury Wealth in 2003 as a financial planner, became a partner in 2005 and now owns the business jointly with her business partner, Robert Lockie. She is a Certified Financial Planner, a Chartered Fellow of the CISI and a Chartered Wealth Manager.
She works closely with her clients to help them overcome the challenges involved in managing complex affairs and significant wealth.
Carolyn is very fortunate to be doing a job that she loves while living her dream. In 2007 Carolyn and her husband bought a dilapidated farmhouse with 35 acres in the glorious Gascony countryside in south-west France and moved themselves and various assorted livestock to begin a new chapter in their lives. Thanks to the wonders of modern technology Carolyn works mostly from home, visiting her London office roughly one week a month.
You can find her blog about financial planning and life in general at www.thefinancialbodyguard.com