Caroline Maxwell

Caroline Maxwell

Private Client Director

Who do I work with?

Working in financial services for over 25 years, I have gained a wealth of experience with both individual high net worth and ultra high net worth clients, on both a domestic and multi jurisdictional level.

I’m in a fortunate position that I have worked with many clients from a range of backgrounds for several years running into decades and as such have a detailed understanding of them and their wider family which change as life evolves. We discuss clients’ goals, provide a thorough structured plan to achieve these goals and navigate the changes and challenges along the way, be this change of job role or country, transitioning from working life to financial independence, providing for children and the wider family, all with an overlay of being mindful of tax positions. This allows clients to then focus on their life and what they enjoy, secure in the knowledge that their financial aspects are simplified, understood and work. It’s hugely rewarding for all involved.

About me?

Beyond work, I have a young family which keeps me busy and entertained. I enjoy yoga, running (listening to a good podcast) and planning my next trip.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

Contact Info

Location Home Counties, London
Specialisms Holistic Wealth Planning, Cashflow Planning & Modelling, Retirement Planning, Estate & Succession Planning
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6)
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