Karen Kelly

Financial Administrator

team-member-photo

Qualifications

  • Financial Planning Certificate (FP1, FP2 & FP3)

Meet Karen

At work

Karen’s career in financial services began at Royal Insurance before moving to Norwich Union and later Burns Crosson Ltd in 1992. Following the acquisition of Burns Crosson by PWS, Karen joined the team and has remained a valued member ever since.

As a financial Administrator, Karen provides support to both our advisers and clients, helping to ensure that day-to-day processes run smoothly. Her role is varied and involves working closely with the wider team, as well as maintaining strong relationships with clients built up over many years.

At home

Outside of work, Karen enjoys live music, eating out, socialising with friends, and trips to the theatre and cinema.

She loves travelling and particularly enjoys city breaks. More recently, Karen has taken up pickleball and is enjoying learning a new sport.

Get in touch

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