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New Appointment: Introducing Experienced Paraplanner Carrie Newcombe
We are delighted to announce the addition of Paraplanner, Carrie Newcombe to our financial planning team.
Carrie joined Wilkinson Financial Management in August 2024, bringing with her almost 30 years’ industry expertise, with the last 7 years spent as a Paraplanner with St. James's Place.
She holds the esteemed Diploma in Regulated Financial Planning and possesses strong technical knowledge in all relevant areas.
Carrie currently resides in Cheshire and enjoys spending her free time with her family, walking her Spaniel and winemaking.
Speaking of her new role, Carrie said: “I’m thrilled to join Wilkinson Financial Management and look forward to contributing my experience to help our clients achieve their financial objectives.”
“The culture here is fantastic and I’m excited to be part of such a dedicated and friendly team of professionals.”
Wilkinson Financial Management Founder, Richard Wilkinson said: “Carrie is an incredibly skilled Paraplanner and is already integral in evaluating investments and developing recommendations alongside myself.”
He continued: “This appointment enables us to continue to provide exceptional service to our clients and ensure we have the right blend of frontline and support skills as we continue to expand. Welcome to the team Carrie!”
Find out more about the rest of the Wilkinson Financial Management team here.
