Karoline qualified as a Financial Adviser in 2021 and specialises in pensions and investments. Working closely with the Pensions and Investments team, she's been supporting 2mtrust clients with their financial planning needs.

Although Karoline prefers to be a supporting role within 2mtrust, she is an integral part of the team and has a meticulous eye for detail. Because investment rates can go up and down over time Karoline enjoys producing the annual reviews for clients to help them keep track of their pensions and investments.

Outside of work Karoline is a Families Worker at Mothers' Union within her local community.

If you’d like to find out more about how Karoline can help you find the right solutions for your pensions and investment needs, get in touch via email.


Has Karoline helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Karoline.