Karen Wilkes

She is always on top of the current market trends and does her very best to help me to maintain the lifestyle that I want.

Karen is always approachable, takes time to explain benefits and ramifications clearly so that we are fully conversant with what we are undertaking. Karen does everything within her power to arrange meetings at the earliest possible convenience and both her and Anne clearly indicate what documents etc. are required for said meetings. Karen's manner is most friendly and professional and in doing so leaves you with the confidence that you are in good hands and can absolutely trust and advice provided. I have dealt with Karen and a great many other planners over many years on a professional basis myself and have no hesitation whatsoever in saying that Karen is the most trustworthy and competent planner I have ever encountered and in saying that I would have no issue whatsoever in recommending her to friends/family or anyone who would listen to my opinion of the service and care Karen provides her clients.

As indicated before, Karen is always just a phone call away. I must indicate at this stage that the reason why I have ticked the No. 9 boxes is because I am personally not able to review the results, but I expect to be able to ask Karen during our next meeting, how to go about this. It all hinges around passwords, I am sure.

Very efficient, and explains things thoroughly in our terms