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Karen joined CPW in 2022 as Client Services Manager after several decades in Financial Services supporting advisors and running their back office to bring structure to the business and service to clients.
Here at CPW she has applied her wealth of experience to compliment our processes and provide paraplanning support to advisors whilst managing back-office systems and income. Karen ensures her advisors are prepared to provide the best for clients. Karen further supports the Directors in implementing compliance framework to meet newer regulatory changes by creating updated processes and reports.
In her free time Karen enjoys reading, tending to the family horse and supporting her football team.
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