Karen has worked in the Financial Services Industry since 1979, starting her career in Liverpool with Scottish Widows. Remaining in the North West, she spent over 20 years providing advice to IFAs working for mainstream institutions, before becoming an Independent Financial Adviser. Karen is a Chartered Financial Planner and Fellow of the Personal Finance Society. She has extensive knowledge in advising clients in all areas of financial planning with an emphasis on guiding them through to retirement. With ever increasing regulatory requirements, Karen is now using her experience by assisting the firm’s compliance team.
Outside of work she enjoys spending time with family and friends, and weather permitting, the odd golf lesson.