Karen started her career in Finance working for Barclays Bank, where she received ongoing training and gained vast experience during the 24 years she worked there. Following this, Karen moved into Financial Planning and has worked for a number of IFA firms. The roles that Karen had with these companies provided her with further experience which has enabled her to secure the position of Office Manager at Total Wealth Planning at our Head office in Reigate. This is an exciting role where Karen’s responsibilities include ensuring the smooth running of the office, supporting our Financial Planners, training and recruitment.
During Karen’s spare time, she enjoys spending time in the great outdoors, walking, spending time with family and friends, interior design and cooking.
client support officer
Leanne joined Total Wealth Planning at the end of June 2016 as a Client Support Officer. Previous to that, she was a Senior Policy Administrator at Just Retirement working in the Equity Release Department for ten years. When she is not working, Leanne likes to travel around the world and enjoys high adrenaline activities such as skydiving and bungee jumping.
Sandra joined financial services in 2012, having had a long and exciting career in retail. She joined Total Wealth Planning in February 2016 as an Administrator, dealing with Change of Agency letters, adding data to the back office system and answering the phone. Sandra is a member of an amateur dramatic group, has been involved with the Scouting Movement for 30 years and enjoys baking.
Zac originally started work for the company on work experience.
‘Since joining TWP in July 2016 the staff here have provided me with an enormous amount of knowledge and experience about the finance world as well as an insight about what the real world is really like alongside giving me the environment and knowledge to progress and develop my skills as an individual.’
During his free time Zac enjoys playing sport and participating in physical activity such as Rugby, Basketball, athletics and swimming. He likes to learn new things so he challenges himself and will often start little projects such as building models, computers, bicycles, because to him the best way to learn something is to not only read it but to actually do it as well.