Karen has worked in the industry since 2009 obtaining her diploma in financial advice in 2019 to enable her to take the next step and advise clients as a fully qualified financial adviser in the UK and has been working as an independent adviser ever since.
Karen enjoys all aspects of financial planning and likes to ensure her clients needs are a top priority. She is a real pensions expert and provides detailed pension analysis to clients, delivering great outcomes for their retirement. Karen’s clients find her ‘family’ approach to planning a speciality with the ability to ensure that they understand what it takes to achieve their goals and ambitions.
Areas of Expertise
Karen’s areas of specialism include:
- Pre & Post Retirement planning
- Investment opportunities, lump sum and regular savings
- UK pension transfers
- Inheritance Tax planning
- Tax efficient savings
Qualifications/Accreditations
- 2022 – AF7 – Pension Transfers
- 2019 – Diploma for Financial Advisers
- 2019 – Cii RO4 Pensions and Retirement Planning
- 2012 – Cii CF1 Regulations and Ethics
Memberships
- Chartered Insurance Institute (CII)
- Wallbrook Institute London (previously London Institute Of Banking and Finance)