Carla initially spent 4 years working in the occupational pension industry at the Universities Superannuation Scheme in their pension payroll department before moving into a role as a trainee SIPP administrator with a small provider in Pensby in 2009. She developed her knowledge and career in this area of pensions for the last 10 years with various SIPP providers in Merseyside, most recently working for the local office of an international company as their Pension Technical Manager.
Carla felt that she wanted a career change that would give her a wider perspective of all areas of financial planning rather than just personal pensions and got her timing just right when sending a speculative enquiry and her CV to us during lockdown. She joined Fraser Wealth Management in September 2020 as a Trainee Paraplanner and is working towards achieving the Level 4 Diploma in Regulated Financial Advice.
Carla enjoys cooking with a particular focus on vegetarian food, spending time in the British countryside with her partner Christian and their two dogs, visiting places of historical interest with her friend Liz as well as taking any opportunity she can to wear fancy dress.