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Caroline Tilley DipPFS

Paraplanner

Caroline works as a Paraplanner collaborating closely with the Cooper Associates Wealth Management Financial Advisers.

Caroline works alongside our financial advisers to provide comprehensive and diligent technical administrative support for investment, pension and inheritance tax services.

Caroline is devoted to ensuring that all client business is processed in compliant and timely manner, upholding the highest standards of efficiency and accuracy in all she does.

In her spare time, Caroline’s main hobby is horse riding. She enjoys competing in dressage competitions and has done show jumping, combined training and one day events with her current horse. She also loves walking with her terrier, Aggie, long distance walking, and has completed the South West Coast Ultra challenge 50Km.

Qualifications

  • CII Level 4 Diploma in Financial Planning
  • BSc (Hons)

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I can’t speak highly enough of their professional approach, knowledge and desire to get us a mortgage secured.

James and Karen Gingell