Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Karen joined First Chapter as a Client Manager in early 2014 having previously operated as an Independent Financial Adviser for over 10 years. She oversees the Client Services team and acts as an interface between our clients, our consultants and the team to ensure we provide a streamlined and efficient client journey with the primary focus being on ensuring a high level of customer care and service. This conduit role, along with Karens level of qualifications and commitment to her ongoing personal and professional development make her a much valued and key member of the team.
- Travelling and experiencing different cultures
- Laughing until my sides ache
- New challenges and opportunities
- Feeling the sun on my face
- Smell of freshly cut grass