Carole Haswell

Carole Haswell

Financial Planner

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Berkshire

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:

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Empty Nesting

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Ageing Parents

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Being a Mum

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Divorce

My qualifications:

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Diploma in Financial Planning

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CFA ESG certificate

My charging model:

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Ongoing % fee