Karen Wilkes

"I have been a client of Karen’s for several years now. Initially she advised me on transfer of my NHS pension from the UK and subsequent retirement planning, including transition to retirement. She has always been, very friendly, approachable and supportive and is always at the end of the phone, text or email if you require to contact her between annual meetings. I have every confidence in Karen and her excellent advice and experience.

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