A very warm welcome to Karen Hagan who has joined our growing team of Financial Advisers who provide financial advice local to Lichfield.
Karen is fully qualified to give financial advice on all aspects of financial planning but has a passion for helping clients with pensions, investments and financial protection. With over 20 years in the financial services industry Karen has a broad and deep knowledge of all aspects of financial planning having been an assistant to a Financial Adviser, then a Paraplanner for 12 years before becoming a fully qualified Financial Adviser.
When working on behalf of her clients to action financial planning decisions, Karen’s background gives her a unique knowledge of what is required in terms of processes, documentation and timescales to ensure that everything she does meets their expectations.
We asked Karen why she chose to join Four Oaks Financial Services. “I wish I had known about the firm years ago.” Says Karen. “They are well-established, I’ve got great trust in Martin Ward [the MD] and the management team are very genuine people. I have a better work/life balance, and because I have the support of the admin and Paraplanning teams, I can spend quality time working on behalf of my clients. I am really enjoying being here.”
Karen plans to continue to study and progress in her career as a Financial Adviser and is planning to become qualified to give advice on long-term care planning and defined benefits pension transfers.
In her spare time Karen has obtained a degree in English Literature through the Open University, she has had a poem published in a poetry anthology, loves reading classic literature and enjoys cooking and spending time with her family. Welcome to the team!
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.