Carla Gillard

As an experienced Paraplanner, Carla supports the financial planners by researching financial products, analysing financial data and preparing bespoke suitability reports to meet the specific needs and goals of Baker Davies’ clients.

She brings a wealth of personal financial services experience, having worked in the industry for almost 20 years, holds the CII Diploma in Financial Planning and excels in conducting in-depth research and preparing comprehensive financial plans for clients. She enjoys the technical aspect of the role as well as the diversity of cases.

Outside of work, Carla enjoys spending time with family and friends, eating out and travelling. As a lover of music, she also regularly attends festivals and concerts.