Karen Crawford DipFA

About Karen

As a Wealth Planner I work with individuals, families and business owners to develop tailored financial plans designed to provide long-term security and peace of mind. I advise clients across retirement planning, investment strategy, inheritance tax planning, estate planning and intergenerational wealth transfer.

I bring broad professional experience to my role, with a background in financial services, management consultancy and business coaching.  I support clients through significant life events, including retirement, business succession, divorce and bereavement. Recognising that these transitions often involve both financial complexity and emotional challenges, I focus on delivering practical, accessible advice that helps clients make informed decisions and move forward with confidence.

A key aspect of my role involves working collaboratively with other professional advisers to ensure clients benefit from coordinated, holistic advice.