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Caroline Cole

Paraplanner

Caroline joined Smith Eliot in December 2013 and manages the Pensions and Investment Planning team. She works closely with the advisers, providing them with reports so that they have a full picture of their clients’ financial position.

Caroline oversees some of our more technical client facing reports. She is a hugely important member of the team and has just enrolled on the St. James’s Place Paraplanning Academy and is studying for her Diploma in Personal Financial Planning.