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.

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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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

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