Carole ran her own financial planning business for more than 30 years. Her early career was spent in general insurance but loving the jigsaw puzzle that financial planning can be, she quickly knew this is what she wanted to focus on. In 2019, realising that we shared the same ethos, she joined Evolution.
A Fellow of the Chartered Insurance Institute, Carole also has diplomas in Business Studies and Financial Services. She works with a broad spectrum of personal clients, many who have been with her for over 25 years. In some families, she’s now advising the third generation!
Carole’s a keen golfer so when not at work, you’ll often find her enjoying a round on her local course. She’s also a green-fingered type and loves nothing better than pottering around in her garden or sitting back and enjoying the fruits of her labour.