Caroline Townsend

Financial Planning Administrator


My role involves supporting the firm’s business development and operational matters and interacting with clients via telephone, email, letter and face to face.


I enjoy spending time with family and friends, being out and about or chilling out at home watching Netflix or reading.

Caroline in the spotlight

On an ideal weekend, you can find me:

Hiking, spending time with friends and relaxing

My favourite holiday destination is:

My dream holiday destination is Cuba!

My favourite song to play in the car is:

There are too many!

Ready to start your journey?

If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.