Karen Wood

Karen Wood

Karen joined Beaufort Financial as a Client Manager in early 2014 having previously operated as an Independent Financial Adviser for over 10 years. She oversees the Client Services team and acts as an interface between our clients, our consultants and the team to ensure we provide a streamlined and efficient client journey with the primary focus being on ensuring a high level of customer care and service. This conduit role, along with Karen’s level of qualifications and commitment to her ongoing personal and professional development make her a much valued and key member of the team.

Loves

Travelling and experiencing different cultures
Laughing until my sides ache
Family
New challenges and opportunities
Feeling the sun on my face
Smell of freshly cut grass
Chocolate

Loathes

Bananas
Rudeness
Spiders
Coffee

Karen Wood

Contact

01329 243979

karen.wood@beaufortfinancial.co.uk

What do our clients say?

  • We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.

    Mrs & Mrs H, Wallingford

  • From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.

    Mrs L, Southampton

  • You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times.

    Mrs K, Fareham.

  • We have used Jon's financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience.

    Mrs S, Hampshire.

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