0330 038 8941
Based in Falkirk
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FCA Regulated
Karen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 June 2025
Karen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Karen has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Karen has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Karen has not yet added their qualifications to their profile
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Karen has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Karen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 June 2025
Karen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Karen has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Karen has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Karen has not yet added their qualifications to their profile
Qualifications not yet added
Karen has not yet added their qualifications to their profile
Transparent Fees
Karen has not yet added their fees to their profile
Fees not yet added
Karen has not yet added their fees to their profile
I provide expert guidance to individuals, families, and business owners across the UK. Whether you need help with investment advice, retirement planning or business protection, I offer tailored financial solutions designed to help you achieve your goals. How I Can Help You: For Individuals: • Retirement Planning & Pension Advice – Helping you maximise your pension contributions, consolidate old pensions, and plan for a comfortable retirement. • Investment Advice – Building tax-efficient investment portfolios, including ISAs, stocks & shares ISAs, and general investment accounts. Making the most out of tax-efficient investment opportunities as well as your tax allowances and reliefs. • Protection Planning – Ensuring financial security with life insurance, critical illness cover, and income protection policies. For Business Owners & Entrepreneurs: • Business Protection Insurance – Safeguarding your company with key person insurance, shareholder protection, and relevant life policies. • Corporate Investing – making most of your business success • Workplace Pensions & Auto-Enrolment – Setting up and managing workplace pension schemes to comply with regulations and attract top talent. Why Choose Me? Personalised Approach & Holistic Financial Planning – Every financial plan is bespoke, aligned with your unique goals. As a Quilter Financial Advisor, I have access to a wide range of market-leading financial solutions designed to help individuals and businesses achieve their financial goals. Quilter is one of the UK’s leading wealth management firms, providing award-winning investment, pension, and protection solutions. By working with me, you benefit from Quilter’s expertise, cutting-edge financial research, and exclusive investment opportunities tailored to your specific needs. Whether you're planning for retirement, managing investments, or protecting your wealth, you’ll receive FCA-regulated advice backed by one of the most trusted names in UK financial services. Get in Touch for a Free Initial Consultation
Offers available through VouchedFor
Contact Karen through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Karen's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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