As Practice Director at The Heritage Partnership, Carol is responsible for strategic oversight, operational management and team leadership. She balances client engagement, compliance, operational efficiency and performance management to ensure consistent service delivery across the Practice. Carol has over 20 years of experience in financial services and focuses on mentorship, accountability and high professional standards. She works closely with advisers and support teams to ensure the business operates cohesively and efficiently. Carol values health and performance and regularly participates in half marathon events. Carol is also a trained yoga and Pilates teacher, integrating these practices into her lifestyle to create a balanced approach to fitness and well-being.