Profiles Of The Principals

Carolyn Cox

Carolyn qualified as a chartered accountant in 1981 and commenced her professional career with accountants Rothman Pantall & Co becoming an equity partner in 1995. She was one of the first accountants to be adjudged as a ‘competent individual’ to provide investment advice by the ICAEW, based on her wide experience of financial matters. Carolyn uses her in-depth knowledge of tax, together with her expertise in investment and pension planning to provide a full financial planning solution for our clients. She is the firm’s expert on Inheritance Tax and Trusts and also has considerable experience in advising on family wealth management. Together with Tracey James, Carolyn is a co-founding director of In Partnership. She holds the Chartered Insurance Institute’s Advanced Financial Planning certificate together with the specialist pension transfer and long term care qualifications. Carolyn is a Fellow of the ICAEW and remains a practicing accountant and partner at Rothmans LLP in addition to her role at In Partnership.

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Client Services team

Supporting the business we have a highly regarded, qualified and extremely efficient team. They assist with the investment and product research, liaise with the product providers and deal with all the administrative and regulatory issues.

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Chilworth Point, 1 Chilworth Road, Southampton SO16 7JQ

Registered office

In Partnership Financial Design Ltd, registered in England & Wales company registration number 3972346

Chilworth Point, 1 Chilworth Road, Southampton SO16 7JQ

In Partnership Financial Design Ltd is Authorised and Regulated by the Financial Conduct Authority (number 194738).