Profile
Karen Barwick is a Director in Azets Wealth Management and has over 30 years’ experience within the financial services industry. Karen is a Chartered Financial Planner, a member of the Chartered Insurance Institute (CII), Fellow of the Personal Finance Society (FPFS), and holds both a BA Hons in Geography and a CPE Law qualification.
Karen specialises in personal tax and investment planning, as well as advising on corporate pre-and post-retirement markets, including pension property purchases. She also supports local and national companies with corporate pensions for their staff. A fully accredited member, and Regional Coordinator for the Society of Later Life Advisers (SOLLA), Karen provides clients with comprehensive advice throughout their working life, including considerations of later life issues for both individuals and their families and inter-generational wealth planning.
Karen has built strong professional relationships with solicitors and accountants, leveraging her law degree to better serve personal and corporate clients.