Karen Bushell
DIP CII
I focus on the development of lifelong relationships with families built on mutual trust, helping them secure a financial future for themselves and their loved ones through working on managing their wealth through the generations.
About
I have devoted over 30 years of my working career to helping others make the most of their money, protect their families and reach their financial goals. Working for some of the most recognised High Street Banks through my working life, I have trained with the best Finance teams in the profession and gained numerous qualifications including gaining my Fellow Status in 2019.
I understand the need to provide the best possible service and advice to my client which is why they are at the centre of everything I do. My advice is based on values of the utmost professionalism, excellence of service and most importantly integrity.
I am qualified in the very specialist and technical area of Final Salary transfers and support several other Practices.
Christmas is my most favourite time of year. Spending time with family and friends eating lots of chocolate. I have two adorable dogs, Alfie my Border Terrier/Jack Russell who is 14 and Lofty my gorgeous little Cavapoo who is 1. I also have a Grand dog Princess Peggy who is a Pug. All spare time is spent pampering them.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
