SUPPORT PROFILE
Karen Morgan
Role: Financial Services Administrator
Location: Southport
Qualifications: Financial Planning Certificate I, II & III
MAQ
Certificate in Financial Administration (Life)
Karen enjoys administration as it can be quite varied, also keeping the clients and the advisers happy. She is a member of the CII.
Outside of work…
Karen enjoys catching up with friends and family, walking, gym, watching films and reading when she gets the chance.
She enjoys all types of food with no particular favourites.