Karen is one of TLB’s senior Paraplanners and as part of our management team, heads up our Administration Department. After a twenty year career, she has built up a wealth of experience in financial services. Karen holds the Diploma in Financial Planning.
Karen takes great pride in delivering high quality research and offers support throughout the firm. She is empathetic and enjoys building strong relationships with both clients and her colleagues throughout the firm.
Karen is married with 2 children. She enjoys spending her spare time with her family, specifically during her regular breaks on her visits to the Cornish coast.
Contact Karen at: firstname.lastname@example.org