Partner & Chartered Financial Planner
A Chartered Financial Planner and Fellow of the PFS, Karen is a partner and co-founder of the business. She’s dedicated to helping clients arrange their finances to achieve their goals in life. In particular, she believes it is great to be involved at the time clients retire, ensuring they are comfortable with their decisions and that they have the income they need to enjoy retirement to the full.
Karen lives with her long-term partner and three dogs. She enjoys spending time in the great outdoors (especially with the dogs), travelling, and supporting Manchester United.
The three qualities that draw me to new people are:
Honesty, a friendly face, and a sense of humour
The three small things that make my day better are:
Sunshine, my dogs’ waggy tails, and a walk in the fresh air