Carly Whittaker

About Carly

Since joining the company in 2021, I have built extensive experience helping clients make informed decisions about their financial future and achieve their long-term goals. I am proud to be part of a growing number of women in the financial planning profession and am passionate about delivering a high standard of service while building long-term, trusted relationships with clients.

I hold an MSc in Finance from Bournemouth University, am Diploma qualified through the Chartered Insurance Institute (CII), and am currently progressing towards Chartered Financial Planner status.

Outside of work, I enjoy spending time with friends and family, particularly hiking and travelling. I love discovering new cultures and embracing new experiences and I am always looking forward to planning my next trip.