Senior Financial Administrator

Caroline
Sherman

Cert CII (FS)

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Introducing Caroline

Caroline joined Becketts in November 2020 quickly progressing to the role of Senior Administrator. We already know Caroline very well, and many of our clients will too, as she was an administrator with Beckett Rawcliffe accountants and was posted on the reception desk at Beckett House. She’s a familiar face in a new role fully with Becketts.

Caroline is diligent, has a great eye for detail and buys into our culture of continuous learning and development – as she’s seen it first hand over the last few years!

What are you most proud of?
Learning the job from scratch and seeing how far I have come now – and recently passing the FA2 Pensions Administration exam.

What are your money weaknesses?
I’ll admit to the occasional impulse buy. I’ve ended up with a few items I didn’t really need.

Are you a spender or a saver?
Typically more of a saver. But I can splash out when see something I like (see above).

What matters most to you?
The happiness and health of those closest to me. And my cats, of course.

I have been with Becketts now for about 15 months and feel my pension has been soundly invested and performing very well in these challenging times. Dominic is very professional and knowledgeable. I would fully recommend them if you need a financial advisor.
Craig Turner
We have been using the team at Becketts for a few years now and recommend them heartily. An efficient and helpful service, which gives us great confidence that our investments are in very good hands.
Geoff Lawrence
I came across Becketts back in 2012. The level of service and responsiveness is second to none. They inspire you with a huge amount of confidence with their professionalism. Our investments have performed very well and we are delighted with our decision to put our trust into this business.
James Stephens

Caroline's likes

Caroline's dislikes

Caroline's top trumps

  • Years in industry

    5
  • Diligence

    10
  • True crime knowledge

    10
  • Llama walking skills

    9

The Becketts family