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