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.

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).

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.

Phone Us Email Us
Keep up to date

Sign up to our newsletter to keep up with all things Active.

Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Another award win for Active

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Active Chartered Financial Planner's Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the…