Caroline Bannell - FCCA

Caroline Bannell profile image

Born and brought up in Somerset and still living locally, Caroline plans to stay put in what she considers to be the best place to live!

After finishing college and having had enough of the education system, Caroline joined a High Street Bank and remained with them for several years in various branch roles. She was later appointed as a Training Manager and will have been seen and heard in many branches across the area. In 1992 she decided to become a Financial Adviser and found herself back in education where she obtained the Financial Planning Certificate. Caroline found that meeting and advising clients on savings and investments was a rewarding experience and enabled her to gain an in depth understanding of the tax treatment of these sometimes complex financial products.

Caroline joined Chalmers HB in 2002 and with more education, through our training programme, rapidly gained her ACCA (The Association of Chartered Certified Accountants) qualification. She was appointed to the Board of Directors in October 2010.

Caroline’s primary interest is taxation, specializing in personal tax and the taxation of Trusts and Estates.

Outside of work, Caroline’s main interests are horse riding and mucking out!

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Tel: 01749 685000

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Chalmers HB
20 Chamberlain Street
Wells
Somerset
BA5 2PF


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Chalmers HB Limited, Registered in England, Registered number 4233537, Registered Office: 20 Chamberlain Street Wells Somerset BA5 2PF. Chalmers HB Audit Limited, Registered in England, Registered number 9739736, Registered Office: 20 Chamberlain Street, Wells, Somerset BA5 2PF.