Telephone: 01908 487531 #2
Dawn joined Carnelian Capital Management in April 2015, and has worked in the financial services sector for 30 years. She attained Certificates in Financial Planning – FPC1,2 & 3 in August 1997 and Certificate for Mortgage Advice- Cemap, in 2003.
As Director, Dawn runs a tight ship, making sure that things run smoothly and in accordance with FCA compliance guidelines.
Outside of work, Dawn’s interests include playing golf, Baking and walking the family dog – Betty Boo.
Telephone: 01908 487 531 #8
Toby has worked in Financial Services for 10 years and is an experienced provider of holistic financial planning often with an international dimension. He is a member of the Chartered Insurance Institute and has been awarded the Diploma in Regulated Financial Planning, Certificate in Pension Transfer Advice and the Graduate Diploma in Law. He is currently studying for the Advanced Diploma for the added credibility this provides.
His priority is using all the tools at his disposal to protect and grow the wealth of our clients and make sure that advice is given in clear, straightforward terms.
Outside work he has his hands full with his two-year-old daughter Elizabeth and relaxes by reading history books. He also enjoys the challenge of running and recently participated in the Paris Marathon.
Wills and Estate Planner
Telephone: 01908 487531 #4
Beth graduated from Nottingham Trent University in 2018 with a Bachelor of Laws and decided to follow the path of becoming a Wills and Estate Planner due to her previous years of work experience in this area.
Beth is particularly looking forward to forming new client relationships and establishing her own client base within the company.
Outside of the office, Beth is kept busy looking after her horse and going to the gym.
Telephone: 01908 487531 #3
Sam joined Carnelian in September 2016 as a Client Support Manager. Since joining us, Sam has achieved a number of professional qualifications and since becoming Practice Manager in October 2019 has focused more on building her Regulatory knowledge to ensure the firm remains compliant.
Outside of work, Sam has two young sons who keeps her very busy, and enjoys music and sports, particularly rugby and softball.
Sam is a member of the local Milton Keynes Softball League, as well as Captain of the ‘Willow Lakers’ team within the league, and enjoys taking part in national tournaments over the summer season.
Telephone: 01908 487531 #1
Debbie has a strong background in Office Administration and her skills and experience provide a valuable resource to the team.
When not organising us and helping to maintain the smooth running of the office, Debbie is kept busy with her family and enjoys music, travel, cooking and keeping fit and has just started to learn Spanish.
Telephone: 01908 487531 #9
Selina joined Carnelian in July 2018 as Finance Manager. She worked as a PA/Office Manager over a period of 15 years for various national and multinational companies, including The Ministry of Defence, Unilever, Ceridian and the National Childrenswear Association. Over the last 15 years she has run her own Design and Garden Maintenance business.
Selina enjoys travelling, skiing and walking her Norwich Terrier – Amber. She enjoys the great outdoors and time spent gardening. She is married with two children who keep her on her toes!
Client Support Assistant
Telephone: 01908 487531 #5
After completing A Levels in Economics, Finance and ICT, Chris felt that the natural option was a career in the financial services. He began by developing his interpersonal skills at an estate agent head office for two years, and within that role his collaboration skills flourished.
Chris’ decision to join Carnelian Capital matched his passion and drive to pursue a career in finance. He will be working towards financial planning qualifications over the coming years.
In his spare time, he keeps in sync with local football teams and is an avid Chelsea supporter. Being technologically inclined, he also stays up to date with technological advances and hopes that he can incorporate this into his role.