Getting to know our advisers part 7: Karen Latimer takes the spotlight.

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Name: 

Karen Latimer 

What do you do at Stan Sherlock Associates? 

I am a Financial Adviser within the practice and can help my clients with their pensions, investments, mortgages, protection and general insurance. I have worked at SSA for more than 6 years and have been in the Financial Services industry for more than 9 years.

Why did you become a financial adviser?

Although I loved being able to help my clients with their mortgage and protection needs, I wanted to be able to help them in every aspect of their financial plan, not just one or two areas. When I was offered the opportunity to complete my diploma and train as a financial adviser, I jumped at the chance and I'm so glad I did! I'm now able to offer holistic advice to all my clients which means I can help them with all of their financial goals, and help them plan for their futures.

What has surprised you the most about working in Financial Services?

How many opportunities there are to help people in so many different ways. I love dealing with clients, finding solutions and when you see how much they appreciate it, it's the best part of the job.

Describe yourself in 3 words?

Caring, loyal and determined.

Would your family use the same three words?

Loving, loyal and funny (when I asked my husband!)

If you had to be shipwrecked on a deserted island, but all your human needs—such as food and water—were taken care of, what two items would you want to have with you?

A good book – I love reading but never seem to have the time normally! And a pair of fluffy socks as I always have cold feet no matter what the temperature!

If you could choose any super power what would you choose and why?

The ability to fly. I love going away on holidays and breaks away and there's so many places I want to go, so if I could fly myself everywhere, I'd go away even more!

How can you help me?

I am happy to help you at any stage of your financial journey – whether you're just starting out and buying your first home, if you've been a home owner for years but would like a mortgage or protection review, or reviewing your pension plans to help deliver the retirement lifestyle you're looking for.

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Wednesday, 05 August 2020

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