Karen Barrett - Paraplanner
I joined the Prosperity team at the Fareham Head Office in April 2016 after 8 years at a large pensions office providing Self Invested Pensions knowledge and processing to hundreds of Financial Advisers.
I have nearly completing my Diploma in Regulated Financial Planning to be as qualified as our Advisers in order to support them in providing the best outcome for our clients. Due to my pension background, I have already achieved the Advanced Diploma level unit in Pension Planning in 2017, which has provided me with the knowledge to assist to our Pension Transfer Specialist on Defined Benefit transfer cases. Prosperity has given me this opportunity within a very friendly and professional environment.
On a personal note, I live in a coastal village with my husband and our young daughter, close to family and friends. My biggest passion is skiing and I have been in the mountains each season for more than 20 years. Family days out and trips to the beach are our favourite pastimes when closer to home.Back to Team Members