Karen Green

Karen Green

Paraplanner - Stamford

Areas 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.

Professional information:

  • Worked in the financial services industry since 2001
  • Started with Chattertons in June 2018
  • Diploma in Financial Services DipFA