
Carolyn Stewart DipPFS
Head of Client Experience
Carolyn works closely with Mike and Al to ensure the clients of Carrington were well looked after. Her main area of responsibility is planning solutions for our Life Planning clients and making sure that things run smoothly for everyone. She also manages the client administration side of Carrington, ensuring that all new and existing business is dealt with promptly and effectively. This all comes in very handy in managing one of her own bucket list items – baby boy Fin! Although Fin is not as well behaved as our clients, Carolyn is handling that relationship in the same cool calm and collected way.
Before joining the team in 2007 she worked for several other financial planning firms in London. Carolyn has a BA (Hons) in Politics from Leeds University and holds the Diploma in Financial Planning.
Carolyn no longer has any spare time! But if she did she would probably sleep.
“Many thanks for swift organising it is much appreciated, and not taken for granted, always straightforward when sorting things out with you, makes all much easier.”
Insight into Carolyn
Bucket List
- Dawn balloon safari over the Serengeti
- Over water Villa holiday in the Maldives
- Take Fin to Disneyland
- Buy a holiday home in either Spain or Scotland…or maybe one in each
- To take her hubby to a Rugby World Cup Final (having Scotland play would be the dream)
- Whatever Fin wants (she’s a soft touch)
Goals
- A lie in
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