Karen is our Technical Manager and is qualified as a Chartered Financial Planner, a Fellow of the Personal Finance Society and an Associate of the Chartered Insurance Institute - qualifications that have been achieved through a rigorous examination process, combined with relevant client and technical related experience of over 17 years.

Karen adds considerable strength and depth to the Company and has management responsibility for compliance, technical and research matters. In this key support capacity, Karen ensures that clients always have access to someone who is actively involved in the preparation of their financial plan and the evidence that supports it.

Karen has extensive experience in pensions, tax planning and complex financial management issues and also holds the specialist G60 pensions paper which is a Regulatory requirement in certain aspects of financial planning. Less than 1% of financial services personnel have the foundation of qualifications reinforced with financial planning experience and we are delighted to have Karen as part of our specialist team.

Karen shares our common values, and working with colleagues, who are also qualified at the highest professional level, completes a compelling support team for the benefit of our clients.