Caroline Windsor

Paraplanner

I have worked in financial services for over 30 years, starting my career with Lloyds Bank in 1988.
After working in various roles including managing my own branch, and also attaining my mortgage
qualification, I moved into Independent Financial Services in 2011. I joined PDB Wealth Partners in
2021 in the role of paraplanner.

My role at PDB Wealth involves assisting the financial planning consultants by liaising with clients
and providers, sourcing information, carry out technical research and preparing financial planning
reports in line with client needs and objectives.

Outside work I enjoy spending time with my family and friends, eating out and visiting interesting
places on city breaks.

Team Bio

Subscribe today

We need a valid email address please.

Please fill this out, we need your email adderss to contact you.