Carol Malcolmson

Senior Financial Planner

Carol Malcolmson is a Senior Financial Planner with almost 40 years’ experience in the industry.

She has expertise in pensions, investment and tax, retirement planning, inheritance tax, trust planning and personal protection for individuals. In addition, Carol also carries out expert witness work in Northern Ireland and UK.

Carol works closely with her clients to achieve value and outcomes based on individual situations. She enjoys long term client relationships and has vast experience of inter-generational work with families to ensure long term planning.