Karen joined Citrus Financial in 2023. She has over 15 years of experience from working within the financial services industry having started her career at Morgan Stanley.
She qualified first as a Paraplanner before going on to complete her Level 4 Diploma to become a Financial Adviser. This means not only is she an excellent adviser, but she also has a first rate understanding of the industry.
Karen is passionate about helping people achieve their financial goals, and takes a holistic approach to financial planning, considering all aspects of her clients’ lives, including their income, expenses, investments, and retirement goals. Importantly, she’s a team player and is always willing to go the extra mile to help her colleagues and clients.
In her free time, Karen enjoys spending time with her family and friends, going to the gym, and trying new recipes. She is also an avid amateur dramatics performer and karate enthusiast.