Get to know Karen
Karen has worked in financial services for more than 40 years. She mainly worked in a technical role; however, in the last five years, she has become more client-facing. She helps clients make their long-term plans a reality, whether that is by saving in a pension, ISA or General Investment Account. She puts everything into a cashflow model to bring it to life and see what a client can achieve.
In 2022, Karen became a grandmother for the first time, and she considers it to be the most amazing thing in the world as she is able to enjoy their company but hand them back when the more mundane day-to-day tasks have to be carried out! It’s all the fun without the responsibility.
We asked Karen...
What’s the most important thing you bring to your role?
An appreciation that every client is different. They all have individual dreams and objectives, and I tailor the solutions to meet their individual needs.