Carole Haswell
Financial Planner
Berkshire
Likes
5
Rating
About me
I stumbled into the world of investing over 30 years ago armed with little more than a Modern Languages degree and a Post Office savings account. I have never forgotten how uncomfortable the jargon felt and how alienated I was by the assumptions made about what an investor looks like. It took a clean break to bring up two daughters and a dog for me to see that it doesn’t have to be like that! I used that break to retrain as a Financial Planner and now delight in helping women who want more confidence in how they approach their finances.
Check out my top technical tips on Being a Mum below:
My details
I like helping people on:
Empty Nesting
Ageing Parents
Being a Mum
Divorce
My qualifications:
Diploma in Financial Planning
CFA ESG certificate
My charging model:
Ongoing % fee
Have a look at my responses to readers' questions
What people say
Reader feedback
20 January 2023
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Tim
Client review
Verified
05 November 2022
Clear and succinct
I recently received some money through inheritance. I sought the help from Carole to make sense of it all as I found it all quite overwhelming. Carole presented me with all my options in a thorough but succinct way and crucially in terms that I understood. She was also very much in tune with all the emotional feelings that come with losing a loved one and receiving money in this way - I found this a really nice touch.
Sally
Client review
Verified
15 October 2022
Pragmatic without being patronising
I have found Carole's help invaluable, allowing me to be more confident in my financial planning. Her clear presentation of information and open discussion of options leaves me feeling more informed and able to plan for my future and for my children's future.
Juliet