Karen works within the Paraplanning Team at McCreas and is responsible for analysing client’s existing plans, product research and the preparation of recommendation reports based on the information provided from our client meetings. Technical support is provided to the advisers in all areas including pensions, investments, protection and taxation.
Karen has been working in the financial services industry since 1990, initially with insurance companies including Royal Life, Britannia Life, GE and Standard Life.
She moved over to Paraplanning in 2006, commencing employment with McCreas in January 2011 and has completed both the Diploma in Financial Planning and Certificate in Paraplanning.
In her spare time Karen is a bit of a horse fanatic and balances work in the city with taking her horse out for a wander round the local countryside. The other healthy stuff like hill climbing and swimming is offset with the odd social event at weekends! Karen likes a challenge and has walked the West Highland Way and climbed Ben Nevis in recent years.