Karen Green
      • Karen Green
      • Paraplanner - Stamford
    • Contact

      • 01780 750686
      • View vcard
    • Departments

    • Address

      • 9 Broad Street
      • Stamford
      • Lincolnshire
      • PE9 1PY
      • 01780 764 145
      • 01780 766 413

Karen Green

Paraplanner - Stamford

Area of Expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review

Karen has previously worked for Nationwide Building Society for 13 years as a Mortgage Adviser, and in later years a Financial Adviser at which point she obtained her Diploma in Financial Planning. Karen worked for a Chartered Wealth Management company in Spalding prior to moving to Chattertons. She and the Wealth Management Support Team help the firm's Independent Financial Advisers in various ways, including with research and administration, but their ultimate aim is to ensure that clients are happy and can reach their financial goals.

Supervisor: Amy Urquhart

Professional information:

  • Worked in the financial services industry since 2001
  • Started with Chattertons in June 2018
  • Diploma in Financial Services DipFA
  • Certificate in Mortgage Advice and Practice- CeMAP
  • Qualified 2003 / 2010