Caroline Russell

We had been considering our options for investing our children's money for some time, wanting to ensure we chose the best possible solution to give them the maximum return for their future.

We were very pleased to have been put in contact with Caroline as she listened to our wants, needs and concerns and understood everything clearly; she was even empathetic to some of the money being inheritance from their grandad. She provided us with reassurance, making everything as transparent as possible and it was clear to see that she wanted to ensure she gave us the best possible advice and only presented what she believed would work best; showing us a few options and explaining why she was suggesting the particular investment we went with.

Everything went smoothly and was put in place quickly. We were kept updated throughout the whole process and Caroline responded quickly to any questions we had.

Caroline from when I first met her is always so positive and considerate. She listened with care and compassion when I came into some inheritance because it’s such an emotional meaning she was very sensitive and respectful of the situation.

I always find her to be professional and knowledgeable about what she offers and what legal things are and how to think long-term with money investments. Her knowledge and expertise is met with someone who can explain and help to understand any questions I have of my money; and I feel reassured about this considerate amount of money is safely and thoughtfully invested. She has also helped me with recommendations for advice from some excellent professionals that if I so wished to I could speak with if I needed to find out more information and guidance, they were independent from Caroline and very helpful.

I’d had some bad experiences with my bank regarding coming into all this money, Caroline is a much needed breath of fresh air into my situation, a much needed helpful human, I’m glad I met her when I did and kept in touch in time to invest in something with her help. Otherwise I don’t know how I’d be, I may well have had a lot more stress than needed at such a sensitive time of loss in my family. Instead, I have a good meaningful investment that I trust in Caroline’s excellent guidance.

Very knowledgeable and explains everything in plain English. To allow you to make the right decision now and for the future for you and your family and cares to make sure the advice is right for you.

Caroline is absolutely fantastic! If you struggle with staying organised like me, she's the perfect solution. She not only sorts everything out for you but also gives you gentle reminders and explains things in easy-to-understand terms. Plus, she really goes above and beyond, especially when dealing with tricky companies who make transferring funds a hassle. I highly recommend reaching out to Caroline for any help with your finances that you might need.