Karen brings over 20 years of experience working within City corporates as a trader specialising in equities and financial products. Her expertise spans global markets, with a strong focus on trading and client-facing roles supporting UK institutional fund managers.

 

Karen holds a deep passion for helping clients navigate complex financial landscapes. She combines her extensive market knowledge with a client-centric approach to deliver tailored financial planning and investment advice. Karen is committed to guiding clients through every stage of their financial journey, with particular emphasis on retirement planning and wealth preservation.