Cara Gilbert

Financial Paraplanner

I have been working in the Financial Services industry for over 8 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 achieved the Certificate in Paraplanning and also Pension Transfer Specialist status.

Prior to joining the Bonum Wealth team, I specialised predominately in pensions and use this technical training in my current paraplanning role. My role is to provide support for Bonum Wealth’s advisers, helping with the planning and ongoing servicing to assist clients with their financial goals.

In my spare time, I enjoy taking part in various activities and competitions with my local Young Farmers club. As a food fanatic, I love eating good food and regularly dine out at the weekend. I also really enjoy exploring new places, especially when I’m abroad and in the sunshine!

e: cara@bonumwealth.co.uk