In Partnership

Carolyn qualified as a chartered accountant in 1981 and moved to Hampshire shortly afterwards. She commenced her professional career with accountants Rothman Pantall & Co. and became an equity partner in 1995. She was one of the first accountants to be adjudged as a ‘competent individual’ for investment advice by the ICAEW, based on her wide experience of financial matters. Carolyn is the firm’s expert on Inheritance Tax and Trusts and also has considerable experience in advising on family wealth management.

Together with Tracey James, Carolyn is a co-founding director of In Partnership (formerly R P Financial Planning Ltd). She holds the Chartered Insurance Institute’s Advanced Financial Planning certificate and is a member of the Personal Finance Society and the Institute of Financial Planning. Carolyn also remains a practicing accountant.

Tracey's career started as a senior tax officer with the Inland Revenue followed by a move into private practice as a Tax Manager with Rothman Pantall & Co. chartered accountants. Having become increasingly involved in the investment and pension affairs of her clients, she decided that a move into financial planning was a natural career progression. Having passed the relevant examinations she began providing financial advice to the clients of the practice. This was followed by several years spent advising on wealth management and self invested pension issues for a private bank in the city. She then returned to Rothman Pantall and set up In Partnership (formerly R P Financial Planning Ltd) with Carolyn Cox in 2001.

Tracey holds the Chartered Insurance Institute's financial planning certificate together with the specialist advanced papers in Taxation and Trusts and Personal Investment planning. She is a member of the Institute of Financial Planning (IFP) and also the Personal Finance Society.

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