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KAREN HAGAN

FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST DipPFS, Certs CII (MP & ER)

Karen Hagan

Starting 24 years’ ago in financial services as an Administrator, I became qualified as a Financial Adviser in 2016. I always aim to provide a first-class service to my clients, helping them with their financial planning, and specifically with advice on Pensions, Investments, Protection, Corporate Protection and Long-Term Care planning. I also have a specialist qualification in looking after Vulnerable Clients.

My objective is to always provide a caring and empathetic service, listening and understanding what my clients need and helping them to achieve their goals. I aim to make the whole process easy and understandable without using over-complicated financial jargon.

Outside of work I have a busy family life with 3 children and a stepson, a cat and a dog! I enjoy reading, knitting, and travelling, especially to European cities.

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