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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

Karen Lofts – CeMAP, Cert CII (FS)

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Career Profile

Karen joined Active in 2014 as part of our highly skilled and experienced Client Support team.  Karen’s significant experience in providing mortgage advice and managing the process of mortgage applications makes a complicated and constantly changing area much easier to navigate.  Karen has over 25 years of experience in Financial Services, having worked as an adviser at both Yorkshire Bank and Santander.  She has also provided advice to Premium/Executive clients at the Yorkshire Bank and has experience of loans, investments and pensions.

Key Services

As Client Services Officer, Karen will usually be in the office managing recommendations and applications efficiently and effectively for our clients.

“Karen is absolutely fantastic. She completely understands how we work and her experience makes her role as my Client Support Officer brilliant. Karen is extremely personable and feedback from clients is always positive. I am always perfectly happy for clients to contact her if they can’t get hold of me as she is very aware of the work I am doing.” (Mark Dobing)

Qualifications

Karen has recently gained the Certificate in Financial Services, having successfully completed the following 2 exams:

–  Financial Services, Products & Solutions (LP2, 2018)

–  Financial Services, Regulation & Ethics (R01, 2011)

Karen has also previously completed:

–  Investment Principles & Risk (R02, 2011)

–  Personal Taxation (R03, 2011).

This is in addition to:

–  Financial Planning Certificate (FPC, 2003)

–  Certificate in Mortgage Advice (CeMAP, 2000).


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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority