At work

Karen has extensive experience in financial services. She joined the professional in 1980, originally working as an insurance underwriter. She has held various positions, including as a director of a life and pensions company and as a consultant for financial advisers.

Karen is an Associate and a Fellow of the Chartered Insurance Institute, which is regarded to be the highest level of achievement in financial services. 

On a day-to-day basis, Karen supports the team with their compliance, putting in place the necessary systems and procedures. 

Outside of work, Karen enjoys watching rugby, reliving her former playing days.

Here for you every step of the way

A highly qualified team of Chartered and Certified Independent Financial Advisers, based in Bristol.

James Mackay

Managing Director & Independent Financial Adviser

Chris Hindle

Technical Financial Advisor & Operations Director

Kat Mock

Paraplanning Consultant