About Us

About Karen

Providing financial advice that is bespoke to your needs to help you reach your financial goals.

About Our Company

Karen Richardson Financial Services Limited is the product of experience gained within the Financial Services Industry since 1986 and then in 2007 as an Independent Adviser and Financial Mentor, setting up my own firm. I am highly qualified to Chartered Insurance Institute Diploma Level, to advise on all aspects of current products available in today’s changing market place, working towards Chartered status within the Financial Insurance Industry


I offer specialist advice on Pensions and Retirement Planning on a personal or corporate basis and can also provided advice on Savings and Investments, Life Cover and Critical Illness Assurance, Income Protection, Key Person Insurance, Shareholder and Partnership Protection, Mortgages and Remortgages, including Buy-to-Let and Residential plus more.

Contact Karen

How We Can Help

Working with a qualified practitioner cuts out the confusion. The financial world is fast moving and with a whole range of products and services coming into the marketplace regularly, it is almost impossible to know which one is best for you.


Utilising a financial adviser gives you access to the entire market - it is our job to know all the possibilities in the market - and help you come to not only the best decision for the present - but for your future too.


WE PROVIDE FINANCIAL ADVICE WITH CLARITY - AND ALWAYS MAKE SURE YOU UNDERSTAND YOUR OPTIONS FOR A MUCH BRIGHTER FUTURE.

Our Services
GIVING YOU THE ROOTS 
 FOR FINANCIAL SECURITY

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.

Get in Touch

Want to talk about your financial future? Start planning today. Contact Karen via telephone or email.

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