Office Manager

Tel: 01603 957599 |

Caroline Middleton first became involved in Financial Services in 1986.  Originally from South Yorkshire, Caroline moved to Norfolk in 1992, where she settled down to have 3 children; if you include her husband!

She has worked within various areas of the finance industry, spending the last 4 years as a qualified mortgage adviser.

Caroline now looks after all the company’s Independent Financial Advisers, the back office system, and the overall management of the team.

When Caroline is not helping other people, you will find her at the gym, exercising her arm with a coffee cup!


The Role of Financial Advisers

Financial Advisers advise clients on investments, pensions, taxes, estate planning, insurance, mortgages, and retirement planning.  They can also be known as personal financial advisors, financial planners, financial advisors, financial service advisors, and investment advisers.  Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your financial and future needs. 

The Importance of Independent Financial Advisers

There are two types of Financial Advisers.  At Iceni Financial Advisers, we are known as Independent Financial Advisers (IFAs).  Basically, this means we can recommend financial products spanning the whole of the market.  Accordingly, the advice we give advice is both unbiased and unrestricted.  Whereas when compared with Restricted Advisers; they can only recommend products from certain providers.  In some cases, they are only able to recommend products from a single company.

The Importance of Financial Advice

The importance of financial advice.  Did you know you could be £47K better off after 10 years with Financial Advice?  Basically, customers who took financial advice saw a £31K uplift in their pension wealth.  Together with a £16K increase to other financial assets. The importance of Financial Advice – Source: What it’s worth – revisiting the value of financial advice, November 2019