Karen Hassan

Karen explains that money is a utility, which when skilfully managed in conjunction with a meaningful plan for life ahead, allows us to live the best lives we can afford. The key is unlocking what a client’s best life looks like, helping them envisage this and to show them how they can achieve this with a clear plan, which connects the money with their lives.

Karen has a wealth of advisory experience, is a Chartered Financial Planner and will be commencing study for the Society of Trusts and Estate Practitioners (STEP) Certificate soon to ensure her skills remain requisite of her clients’ needs.

Karen is constantly on the go and her motto is ”Let’s not waste the day”! Although she admits to not being a great skier, she is keen and loves the sport. The same can be said for her occasional games of golf! She loves spending time with her family and friends.

I love working with our clients: from establishing what they want to achieve in life, to supporting their aspirations year on year and being there for them when they need to discuss changes. Technical expertise and professionalism are a given, but I believe that being personable and being trusted by a client is key to ensuring they benefit the most and helping them to realize their absolute best life is a true privilege.