logo
Holly Mackay
Holly MackayFounder and CEO
Carole Haswell

Carole Haswell

Financial Planner

Berkshire
Likes5
Rating
Carole Haswell
Contributor

Carole Haswell

Financial Planner

Berkshire
Likes5
Rating

Carole Haswell | Financial Planner | Boring Money Advice

About Carole Haswell

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.

Likes
Walks that include a coffee stop
Books that challenge my thinking
Getting an early night
Dislikes
Walks with no coffee stop
Food waste
Patriarchal attitudes

Check out my top technical tips on Being a Mum below:

Information

Specialisations

Retirement
Ageing Parents
Navigating Divorce
Divorce

Qualifications

Diploma in Regulated Financial Planning
CFA ESG certificate

Fee structure

Ongoing % fee