Carla has worked in financial services for over 25 years as a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS), Carla is passionate about maintaining a long term relationship with her clients, and always provides them with a source of trusted advice as their financial needs evolve over the years.
She is also a member of the Society for Later Life Advisers (SOLLA) and hold the Later Life Adviser Accreditation. I has recently graduated with an MSc in Wealth Management from Loughborough University.
When she’s not working Carla enjoys running, cycling and spending time with her family – especially Archie, her dog, who often accompanies her on her runs!