Caroline Briggs

DipPFS Cert CII

I joined Harris Associates WM Ltd 2015 when I returned to work after having my 2 children Jacob and Jessica. I started in an administration role, supporting running of the office and marketing. I soon became passionate about helping clients to achieve their financial goals, aspirations and building their confidence in finances. I was selected for the St. James's Place Next Generation Academy. I was very proud to achieve my Diploma in Financial Planning in April 2021. After a very challenging 2020! I am now able to give full financial advice and I am proud to be part of the Harris Associates team. I have enjoyed getting to know our clients and supporting them with their financial journey.

I have continued to expand on my knowledge by specialising on advising on the provision of long-term care. So, I can continue to look after my clients along their financial journeys. When I am not working, I love baking, challenging charity walks, activities with the kids and doing anything creative.

This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.

Addresses

Item 1 of 1

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Harris Associates Wealth Management Ltd is registered in England and Wales, Number 7992007. Registered Office: 4 Fenice Court, Phoenix Business Park, Eaton Socon, Cambridgeshire, PE19 8EP.