Posted on 9th January 2019
Firstly everyone thank you for the warm welcome you all gave me at the Woolpack for BHBPA Christmas celebration. Peter has invited me to say a few words about myself.
Born in Burgess Hill and having attended Oakmeeds Community School I then left and attended Crawley College. After leaving there I joined Alliance & Leicester at 19 on the counter and then progressed to Mortgage Advisor and Branch Manager at 25 in the Burgess Hill and Haywards Heath area. My progression then was to become fully qualified as a financial advisor.
So after 33 years in the finance industry I have now set up my own company giving holistic financial advice for individuals and companies. I have always believed that everyone should be able to approach and feel comfortable in talking to their financial advisor and that is where I will tailor my advice to your needs.
Be it investment, retirement planning for you or your staff, key protection or just life or critical illness cover or IHT planning. My key area is to look at your life plan of what you want to achieve and then the products are tailored for each objective. I take timescales and personal objectives into consideration so as to ensure planning is thorough. Reviews are so important; I often find that past investment/protection policies taken out are no longer suitable as your own needs have moved on.
As with every small business everyone is welcome to have a chat and referral gifts will be arranged as necessary.
Please feel free to contact me
Karen Harris Wealth Management
"“I can’t speak highly enough of the BHBPA. As a small local business we feel very much part of a community and thoroughly enjoy the annual exhibition and meetings throughout the year. Over the years we have built fantastic working relationships with many BHBPA members and every meeting and event offers us opportunities to work with more. This is networking at its best! ” "
"Since joining BHBPA we have found it to be a dynamic and vibrant members’ organisation, with excellent, regular and informative meetings.
Peter Liddell does a first class job in ensuring that members’ interests are aired and addressed.
"“We have been members of BHBPA from its inception, and seen the organisation steadily grow and expand into the dynamic entity it is today, bringing positive benefits to all its members.""
"The BHBPA is an energetic and vocal organisation that connects and empowers and informs the local business community acting as an effective conduit to local authority and other organisations. We are proud to be part of that community and the association."