What do our clients think?
What do our clients think?

Caroline is a complete wordsmith. We love working with her. 

She has taken the tone and voice that we wanted to use in our suitability letters and turned something that is usually a compliance tick-box into an engaging presentation tool to use with clients.  We now have brilliant templates that clients enjoy reading and often comment on. 

In addition, Caroline has helped us write up our cases and is a brilliant support to our business in putting the puzzle together for the clients. It has been a collaboration that has added great value to our business. 


Helena Wardle - Partner & Chartered Financial Planner at Smith and Wardle  

We hired Sparrow Paraplanning to review our reports and research processes in the paraplanning team. Caroline’s approach was thorough, knowledgeable, hard working yet accessible and friendly. 


Her in depth knowledge of paraplanning as being at the heart of the advice process enabled her to diagnose issues and find effective solutions that help our business and benefit our clients.


Emma Watson - Head of Financial Planning at Rathbones

"Having worked with Caroline for many years, I whole-heartedly recommend her and Sparrow Paraplanning. 

She has provided expert knowledge, detailed technical training and report-writing support for our firm. Her reports provide advice that is both highly technical and fully compliant but crucially is very clear and is easily understood by our clients. 

She is friendly, approachable and has always been a pleasure to deal with!"

Paul Gadsby - Director at Peak Wealth Management 

“I have known and worked with Caroline for over 10 years now and I would definitely recommend her to anyone needing Paraplanning services. 

My first point of contact always for all technical queries and a first class report writer. Just very client focussed and I know I can always rely on her.”

Terry Peer - Director at WB Wealth Management
 
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