Karen Hagan
Financial Advisor @Four Oaks Financial Services
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WORK HISTORY
Financial Advisor @Four Oaks Financial Services
Four Oaks Financial Services is an established award-winning company and as a Financial Adviser/Planner I help my clients with a wide range of advice on Pensions, Investments and Protection. I am supported by an Administration and Paraplanning Team at Four Oaks Financial Services, which allows me to focus my time solely on my clients and getting to know them.Its important to my clients that I explain financial matters clearly and simply, so I am passionate about creating clarity and being jargon-free. Positively planning for your lifetime with Lifestyle Financial Planning I offer Lifestyle Financial Planning which is designed together with you using state-of-the-art technology to provide a visual map of your cashflow for the rest of your life. I work with various different kinds of people to explore their goals and motivations and purpose for their money. I use the following: Cashflow Modelling - state of the art software Quilter Best Buy Panel to source the most suitable products & funds for my clients Platform Technology to manage your pension / investment so you have 24/7 online access Tried & Tested Review Process to ensure the progress of your plans is monitored on a regular basis Client Relationship Management system to ensure you are pro-actively contacted about any financial matters relevant to you Contact me for a no obligation chat: k••••@fouroaksfs.com 07857 am based in Harrogate but I travel to Lichfield and the surrounding areas for client meetings regularly.
EDUCATION
The Open University
BA Hons, Literature
ABOUT KAREN HAGAN
Hi how are you? Thank you for taking the time to view my profile. I’m passionate about helping people with Financial Planning. Are you looking for an adviser who cares enough to make sure you understand what is being recommended, without over-complicating it and using lots of jargon? Perhaps you are frustrated because you don\'t know if you have enough money to retire You have a lot of different pensions and don\'t know where to start with looking into them all You feel you may have left it too late to start planning for retirement You don\'t know if your pensions have been performing very well You are wondering if you should be paying more in but can you afford toI can solve all this. I specialise in pensions and consolidating them into one place where you can monitor and view progress I can tell you how much you will need to live on in retirement I will work out what your shortfall is and how to resolve this I aim to understand what is important to you and to hear about your plans for the future, and in retirement I help explore your goals and how much it will cost to achieve these I tell you whether you will have enough I give you the discipline needed to reach your goals FAQ\'s: Q. Should I worry I haven\'t got enough?Q. Can I afford to retire at my desired age?Q. I\'ve got pensions all over the place, what should I do?Q. I don\'t know how safe my job is - should I join my workplace pension?Q. Will my family be OK if anything happens to me?Q. What if I need to go into Care - will I lose my home? Can I afford the fees? I can answer all these questions and more.I advise on: Pensions Corporate Pensions / Workplace Pensions Business Protection / Business Continuity Planning Children\'s Savings Investments Inheritance Tax Planning / Succession Planning Tax Planning Protection Equity Release / Lifetime Mortgages Later Life Planning Long Term Care Fees Planning I specialise in: Pensions advice Cashflow Modelling / Interactive Planning Retirement Planning & Financial Independence Clients I work with: Business Owners Individuals Executives / Professionals Solicitors / Teachers / Doctors / Nurses Entrepreneurs Contact me for an free initial no-obligation chat: k••••@fouroaksfs.com 07•••••••17⌨ Release will reduce the value of your estate and can affect your eligibility for means tested benefits.Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 22/01/2025.
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