In her role Karen supports three of our advisers, dealing with the day to day administration required to keep things running smoothly and efficiently for our clients.
Originally from Cambridge, Karen moved to the beautiful and historic city of Lincoln in the course of a long and varied career with HSBC. Since leaving HSBC in 2012 she has been working as a Paraplanner, with both Tied and Independent advisor businesses.
Away from work Karen enjoys eating out, walking, reading and, to de-stress, the occasional jigsaw puzzle!
Welcome to the team Karen!