0330 038 8942
Based in Bewdley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
Last checked: 02 April 2025
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
32
Recent Client Reviews
Caroline has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Caroline has received 32 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Caroline has provided information on their typical fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
Last checked: 02 April 2025
Caroline is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Caroline's status
32
Recent Client Reviews
Caroline has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Caroline has received 32 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Caroline has provided information on their typical fees
Caroline has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Hello, I'm Caroline, a qualified Independent Financial Adviser based in Worcester, with an office in Bewdley. I have 15 years of experience in the financial industry, including a background in Fixed Income Sales within Investment Banking. I offer advice on pensions, investments and savings, inheritance planning, equity release, protection, and general finance planning. I’m fortunate to work with a dedicated team that includes 3 assistants, 4 Financial Advisers, and a Mortgage Adviser. Together, we run an efficient and client-focused office. We pride ourselves on our availability and commitment to helping clients achieve financial success, supported by state-of-the-art technology and reporting tools. Our client base is wonderfully diverse, from young professionals beginning their financial journeys to more mature clients finalizing theirs. We also provide advice to companies on employee benefits. It’s a privilege and responsibility to be entrusted with our clients' private affairs, understanding their hopes and concerns, and guiding them through their financial journeys. Face-to-face, teams or calls meetings are available and our two first meetings are always free of charge.
Offers available through VouchedFor
Contact Caroline through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Caroline's clients
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Adviser Disclaimer
Please be aware that advisers connected with Consequential Planning Ltd will only provide advice on FCA regulated financial products. We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.