We are very happy with Karen, her knowledge and professional attitude, whilst being friendly and approachable. We would be very happy to recommend her and trust her to help us manage our investments - Mr D, Bath.
Karen Gregory
Independent Financial Adviser
Karen worked for local banks for over 3 decades. She was previously employed by Lloyds Banking Group, Halifax, Bank of Scotland and Birmingham Midshires. During this time Karen also worked with Scottish Widows, Insight Investments and AXA.
After finding that her advice options were becoming more and more restricted, Karen joined Invest Southwest in 2012, where she enjoys flexing her wide range of knowledge.