About Karen
I am a qualified stockbroker and investment manager with 20 years of experience in the finance industry. I started my career in Edinburgh before moving to Birmingham to work at Brewin Dolphin. I spent over a decade at EFG Harris Allday before joining Hargreave Hale, now Canaccord in 2016. I work directly with Simon Raggett in the Worcester office managing private clients including individuals, trusts and charity accounts across a wide range of mandates. I believe in taking time with clients to listen and understand their personal requirements in order to provide the best investment service.