Karen joined the Applewood team in July 2019 as the company receptionist. Her role includes meeting and greeting clients and answering incoming calls. Karen is also responsible for confirming appointments, preparing client packs, incoming and outgoing post and generally supporting the administration team.
Outside of work Karen enjoys socialising with friends, spending time training and walking her dogs.Back to team
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire