Karen Wilkes

I have been a client of Karen’s for many years. She has advised me on transfer of pensions from the UK and subsequent retirement planning. She has always been professional has given very clear and helpful advice. She is a very friendly and supportive adviser and I have great confidence in leaving my financial affairs in her capable hands.

As always a wonderful morning with Karen, all our needs were met and everything was explained in a manner we understood, as it is each time we meet.

Karen has guided us well over the last 13 years. She listens and is always happy to answer even my stupid questions whenever they come up. I would happily recommend her

In all consultations/meetings that I have had with Karen, she has given me the utmost trust in her ability to identify, modify and recommend those areas of the Portfolio that require review. I have found Karen's knowledge and understanding of the Portfolio to be the key to ensuring that growth has been maintained across all areas of the Portfolio. These meetings with Karen have been essential and the outcomes and understandings gained have placed me in a secure financial position that will enable progression into retirement without worry. Karen has provided excellent advice, assistance and understanding through the years she has managed the Portfolio. My thanks to Karen for a job well done for now and into the future.