Caroline Schofield. Chartered Financial Planner
Bolton, United Kingdom
Area Manager at Prudential Financial Planning
Financial Services
Education
Open University 1997 — 1998
Diploma in Management Studies, Post Graduate Diploma
Bolton School 1985 — 1987
Mathematics geography biology
Chartered Insurance Institute
Fellow of the CII, Financial Planning
Experience
Prudential Financial June 2012 - Present
HSBC April 2011 - June 2012
Lloyds Banking Group January 2010 - September 2010
Bank of Scotland Investment Service January 2006 - December 2009
HBOS May 2005 - December 2005
HBOS January 2001 - April 2005
Skills
Wealth Management..., Portfolio Management, Wealth, Investments, Financial Planning, Personal Finance, Team Management, Income Protection, High Net Worth..., Financial Services, Financial Planners, Pensions, Investment Advisory, Protection, Financial Risk, Retirement, Wealth Management, Personal Financial..., Sales Management, Relationship Management, successful performance..., Financial Advisory, Inheritance Tax Planning, Commercial Banking, Mortgage Lending, Strategic Financial..., Life Insurance, Training, Investment Strategies, Change Management, Management, Personal Coaching, Fixed Annuities, Retail Banking, Estate Planning, Organizational Change, Risk, Mutual Funds, Coaching, Private Banking, Tailoring, Critical Illness, Insurance, Asset Allocation, Savings, tailoring individual..., Retirement Planning