Caroline Bird

Client Operations Support

What matters most to our team both at work and in personal time:

Professionally – working as a team to deliver the best service to our clients and supporting my colleagues is important to me.

Personally – I love spending time with my family, especially with my little Grandson. I enjoy holidays in the sun, cooking and reading.

My experience

I have worked in wealth management for 7 years, 5 years at MM Wealth, and have an interest in non-mainstream investments.


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of our team

As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

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Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331


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