Leading independent financial advice firm, Edgewater Associates Limited is pleased to announce the appointment of Caroline Callow as Financial Consultant.
Caroline brings with her over twenty years’ experience in the financial services sector, in both the UK and Isle of Man; most recently spending four years as an International Wealth Manager at the Isle of Man Bank. In addition to holding the Chartered Insurance Institute’s (CII) CeMAP qualification for mortgage advisers, she is a qualified financial adviser having gained the CII Diploma in Regulated Financial Planning in 2013.
Speaking about her new role, Caroline emphasised her keenness to provide advice to Edgewater’s substantial client base: “Moving to Edgewater is a great opportunity because it will allow me to apply my full knowledge, experience, and qualifications to a much broader range of products and solutions, meaning I can truly find the best fit for each client’s needs.”
She continued: “I am especially looking forward to working as part of a larger team at Edgewater, contributing in my areas of expertise but also learning from the other specialist advisers.”
Managing Director Sandra Cardwell commented: “It’s great to have Caroline on board, as she brings extensive experience with her to the firm. As we continue to expand as a business, that experience will be put to extremely good use!”
Photo - Caroline Callow.
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