Diploma in Financial Planning (DipPFS)
Caitlin has been with Succession Wealth since 2019, but began her career in 2012 when she was accepted to study at the University of Glasgow. Since then, she has gained valuable experience in the profession since graduation, has achieved her Diploma in Regulated Financial Planning and works towards attaining Chartered Wealth Planner status for herself.
“I work with clients to create a clear, tailored financial plan that shapes their future wealth, turning complex decisions into a practical roadmap for success. Years of hard work, study and real-world experience have shaped me into the trusted adviser my clients rely on today.
I specialise in guiding people through life’s big decisions, from early retirement planning through to estate planning. My goal is simple: cut through the jargon, remove the guesswork, and deliver a focused, actionable strategy that makes your financial goals feel achievable.”
Whether you’re planning decades ahead, or making important choices today, I can help you grow and protect what matters most so that you can embrace life fully, being confident and secure in the knowledge that your financial future is in safe hands.
Outside of the office you can usually find me on a long walk, trying out the newest restaurants, or enjoying a night at the theatre."
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