Member Article

Milestone Financial Planning strengthens team further in 2018

Milestone Financial Planning has strengthened its team further in 2018 with the appointment of Caroline Barr.

Caroline boasts more than 10 years’ experience in the financial services industry. Prior to joining Milestone she was the Executive Assistant to the Senior Executive team at Sheffield-based Techdept, which describes itself as the world’s first tech special ops team.

She returns to the financial services industry after an 10 year absence joining Milestone as a Paraplanner. Within the role she will be responsible for identifying areas for financial planning and finding the most suitable products and services, liaising with clients, and implementing and reporting on industry changes.

Delighted to return to the financial services industry, Caroline commented: “I’m excited to re-energise my career in financial services at a company with such strong ethics and standards as Milestone. The family feel of Milestone is exactly what I have been looking for – an opportunity to work closely with clients and identify the best products and services possible for them.

“The collaborative approach that Milestone takes, working alongside other local respected businesses, like BRM Solicitors and Mitchells Chartered Accountants. means I am involved in Chesterfield’s thriving business community – an opportunity I am loving.”

Established only 18 months ago, Milestone Financial Planning has gone from strength-to-strength. Caroline is the firm’s fourth appointment and second Paraplanner. Welcoming her to Milestone, director Michael Heath, said: “We are all excited to work alongside Caroline. She’s a perfect fit for the team, matching our values and vision. Bringing on board a second Paraplanner in the midst of our growth will enable us to deliver the first-rate service that we are becoming renowned for.”

The expansion of Milestone doesn’t stop there – the firm is also on the lookout for a qualified Financial Adviser and an Administrator to swell the ranks. For further information about Milestone Financial Planning, vacancies, or to make an appointment, please call 01246 903053.

This was posted in Bdaily's Members' News section by Anna Melton .