Carolyne is our Compliance & Risk Manager and is based in our Edinburgh office. She’s responsible for the day to day management of compliance within the business and works closely with our MD Stuart Dunbar, who is the firm’s registered Compliance Officer. She also provides additional technical support to our Consultants.
Career
Carolyne has over 25 years of experience in the financial services industry and has been a member of the team since 2004. Prior to that she worked for another advisory firm and has also held various roles with Scottish Widows and Prudential.
Memberships
The Chartered Insurance Institute
The Personal Finance Society
Education
Chartered Financial Planner
Certificate in Mortgage Advice
Certificate in Equity Release
Award in Long Term Care Insurance
BA (Hons) in Public Policy & Management from Robert Gordon University, Aberdeen
Leisure
In her free time, Carolyne enjoys going to the theatre, eating out, travelling and reading.