Caroline Levy

Technical Specialist

About me

I have been working in the Financial Services Industry for over 25 years and seen many changes! I started working for Allied Dunbar (subsequently Zurich) in Sales Support and was running the Admin Team when Zurich closed all the branch offices. I then worked for two different financial adviser practices, progressing into the Paraplanner role, and when the latter practice was taken over by Sanlam, I realised it was time to move on. Before joining Kubera Wealth I worked for a small national IFA network and when the offices relocated, due to a takeover by Succession, I was delighted to find a role nearer to home.

I qualified as a financial adviser in 2008, having attained both CeMap and CeFa qualifications and then upgraded to be Diploma qualified in 2013.

I am excited to have joined Stuart, Graeme and the team and looking forward to helping clients achieve their dreams and aspirations through strategic financial planning.

I am married to David with grown up children and enjoy spending time with the family. When I’m not working I have a busy social life meeting friends in good restaurants or entertaining at home. I enjoy travelling, particularly cruises and like visiting new places. I love going to the theatre, listening to music, reading, keeping fit with pilates and I am trying to learn to play golf!