Cara Gilbert

Chartered Financial Planner

I have been working in the Financial Services industry for over 10 years. In July 2022, I successfully completed the CII’s Advanced Diploma in Financial Planning and now hold the title of Chartered Financial Planner. As part of my studies, I also achieved the Certificate in Paraplanning.

Prior to joining the Bonum Wealth team, I specialised predominately in pensions and enjoy using this expertise in my current role as an Adviser, as well as the financial planning skills I have learned during my time working alongside Stephen and Linda.

In my spare time, I enjoy taking part in various activities and as a food fanatic, I love cooking good food and dining out at the weekend. I also really enjoy exploring new places, especially when I am abroad and in the sunshine!

e: cara@bonumwealth.co.uk