Carmen Malham

Paraplanning and Case Manager
All Aspects Financial Planning Ltd
Contact Info

Location: 39 Acacia Avenue Silhurst LONDON SW1A 1AA

Contact Number:

Email: carmen.malham@allaspectsfinancial.co.uk

How I can help

Bio

Carmen joined All Aspects Financial after a 15 year career as a Financial Adviser and leader of a large team in the banking sector. She currently heads up our paraplanning team, supervising and performing complex analysis for our clients to ensure the right advice is crafted for our clients.

Carmen works closely with our Compliance Officer, reviewing the suitability of advice our advisers give to ensure the highest quality and standards are adhered to.

Carmen lives in the Berkshire area with her family.

Areas of Expertise

  • Intergenerational Wealth Transfer: Helping families navigate the complexities of inheritance and legacy.
  • Strategic Retirement Planning: Designing tax-efficient income streams for a seamless transition into retirement.
  • Sustainable Investing: Integrating ESG (Environmental, Social, and Governance) factors into diversified portfolios.