APFS Chartered Financial Planner
Karen has been working in the financial services industry for over 30 years, working initially for a large banking organisation and then moving into the independent financial advice area.
Karen joined Peter Murray Financial Management Ltd in 2005 and holds the Chartered Insurance Institute’s Diploma in Financial Planning, providing clients (personal and corporate clients) with independent financial advice in all aspects of financial planning, including pensions, investments, inheritance tax, business and personal protection.
Karen also holds a pension specialist qualification, which enables her to provide specialist advice in respect of pension transfers, pension funding (including self-investment and commercial property purchase), at retirement pension solutions and pension sharing in divorce. Karen is also a mortgage adviser and a member of the Personal Finance Society.