Karen is a highly experienced financial services professional with over 25 years in the industry. With extensive knowledge of mortgages, investments and pensions, Karen helps to guide clients through what can often feel like a complex process.
Key Services
Karen is an integral member of the client support team. With her significant experience in the industry, Karen can mainly be found managing recommendations and applications efficiently and effectively for our clients.
Career Profile
Karen has over 25 years of experience in financial services, having worked as an adviser at both Yorkshire Bank and Santander before joining Active’s client support team in 2014.
Karen’s significant experience in managing the process of client applications for products including mortgages, investments & pensions makes a complicated and constantly changing area much easier to navigate.
Karen has achieved a number of qualifications in financial planning, achieving the Diploma in Financial Planning in 2018.
Testimonial
“Karen is absolutely fantastic! She 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.” Chartered financial planner, Mark Dobing
Qualifications
During her career, Karen has achieved a number of financial planning qualifications. In 2018, Karen 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).
