Caroline Leech Email & Phone Number
Chartered Financial Planner @ Paradigm Norton Financial Planning
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Caroline Leech Location
- Bristol, England, GB
Caroline Leech Work
- 2016 -now Chartered Financial Planner @
- 2010 -2016 Chartered Financial Planner @ The Citimark Partnership Ltd
- 2009 -2010 Pensions Technical Specialist @
- 2007 -2008 Financial Practitioner @
- 1997 -2007 Financial Planning Manager @
- 1991 -1995 Pension Technician @ Eagle Star Life
Caroline Leech Education
- University of Exeter
BSc Hons (Chemistry)
1987-1990
Caroline Leech Skills
- Leadership
- Estate Planning
- Financial Advisory
- Financial Planners
- Income Tax
- Accounting
- Pensions
- Retirement Planning
- Financial Planning
- Sales
- Wealth Management Services
- Tax
- Critical Illness
- Investments
- Finance
- Asset Allocation
- Income Protection
- Investment Advisory
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Savings
- High Net Worth Individuals
- Investment Strategies
- Trusts
- Certified Financial Planner
- Wealth
- Pension Funds
- Personal Financial Planning
- Protection
- Financial Reporting
- Inheritance Tax Planning
- Retirement
Caroline Leech Summary
- Caroline Leech, based in Bristol, England, GB, is currently a Chartered Financial Planner at Paradigm Norton Financial Planning. Caroline Leech brings experience from previous roles at The Citimark Partnership Ltd, Jelf Group plc, Hargreaves Lansdown and Grant Thornton LLP. Caroline Leech holds a 1987 - 1990 BSc Hons in Chemistry @ University of Exeter. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Financial Planners, Income Tax and more. Caroline Leech has 1 mobile phone numbers on RocketReach.
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