Emerging from the banking sector, she quickly diversified into working for other financial firms and an accountancy practice. Karen was looking for something unique when she made the move to VWM Wealth and she found what she could not find elsewhere – cutting edge Life Centred Financial Planning which puts clients’ lifestyles and future aspirations firmly at the centre of the planning process.
A member of the Chartered Insurance Institute and Personal Finance Society, Karen expects to achieve Chartered status imminently and thereafter intends to continue studying to ensure her skills are requisite with her clients’ needs.
Outside of work, Karen is a keen skier and enjoys the occasional game of golf when she is not spending time with her family or socialising with friends.
VWM Wealth offers clients something unique which I never experienced elsewhere in my working life – a genuine high trust, client focused partnership! Supporting our clients’ aspirations and guiding them to realise their personal and family ambitions is a true privilege.