Karen Lofts

CeMAP, Cert CII (FS)

Client Support Officer

Karen Lofts

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.

Karen has achieved a number of qualifications in financial planning.  Most recently, Karen achieved her Diploma in Financial Planning in 2018 (DipPFS).

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

During her career, Karen has achieved a number of financial planning qualifications.  Most recently in 2018, Karen passed another exam which meant she successfully completed the Diploma in Financial Planning (DipPFS).

– Financial Planning Practice (R06, 2018)

–  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).

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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