Providing clarity in wealth management
Tailored finance advice to suit your individual needs.
Plan for you & your family's future with expert support.
Helping business owners with employee benefits & retirement planning.
Meet your independent financial adviser
Hi, I'm Karen Richardson, an independent financial adviser based in the North East of England.
Whatever stage of your financial journey you're at, we're here to help. Our independent financial advice is uniquely tailored to your individual circumstances, so any service you receive from us will be suited to your needs exactly.
Want to chat about getting your finances in order? Click the button below to get in touch or explore the website to learn more about what I do.
What I Do
Providing financial solutions
In today's economic climate, being prepared for your future when it comes to your finances, is essential. We're here to help you throughout your financial journey.
Supporting women in business
As women in business, we're passionate about supporting other women in business! We're here to help you work towards the goals that are important to you.
Employer-based schemes & pensions
With work place pensions now a compulsory requirement, we can help you implement the right scheme for your business and your workforce. As well as providing employee packages help you to attract and maintain your staff.
Retirement planning
Does retirement fill you with dread? Plan ahead and let's make sure your retirement is a blissful one.
Saving for your children's future
We can help you to create a financial plan now, so you can help your children to have financial freedom in the future.
About Karen
Since 1986, I've witnessed a lot of changes in the financial industry regarding regulation, legislation and client requirements across all areas, particularly in the realm of pensions and retirement planning.
As a independent financial adviser, it's my job to to help guide you and your family, providing expert advice as you need it.
Whether you're saving for the future, planning for retirement, investing, purchasing a property, providing for your children's future, we can help with all of those areas and more.
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Past performance is not an indicator of future performance and since investments can fluctuate in value, you may get back less than you pay in.
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Contact info
Tel: 07920 484456
karen@krfinancialservices.co.uk
Karen Richardson Financial Services Limited is regulated and authorised by the Financial Conduct Authority, registration number 715396