Caitlin Malone

Associate Wealth Planner

Diploma in Financial Planning (DipPFS)

Caitlin graduated from the University of Glasgow in 2016 and began her career in Financial Services. She now has several years’ experience within the Financial Services Industry and is working towards becoming a Chartered Wealth Planner.

I love working with my clients to identify their goals and aspirations for the future, assessing their current circumstances and using this information to empower them to make sound financial decisions. After work and at the weekends you can usually find me planning my next trip away or trying out the newest restaurants in town.

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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

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