Cara Gilbert

Financial Planning Support

I have been working in the Financial Services industry for over 5 years. I hold the CII’s Diploma in Financial Planning Qualification, achieving Pension Transfer Specialist status and the Certificate in Paraplanning along the way. Continuing my education, I am currently studying towards CII’s Advanced Diploma in Financial Planning and Chartered status.

Over the course of my career I have specialised predominately in pensions and use this previous training in my role with Bonum Wealth. My main 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