Karen is a Chartered Financial Planner and an Occupational Pension Specialist. She has worked in Financial Services since 1999 and joined Attivo Financial Planning in 2020. Karen is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Karen holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Karen holds the following Advanced Financial Planning Papers: