Karen Berisford
Chartered Financial Planner, FPFS
I aim to build long-term relationships with my clients, helping them to understand their personal financial goals and achieve them.
The ethos of our practice is to provide high levels of professionalism and integrity and to be trusted advisors for our clients over their lifetime.
I have been working in financial services for over 25 years, having started my career at JPMorgan Chase in 1996. I spent time working on the Equity Derivatives trading floor, then moved to JPMorgan Asset Management and finally to JPMorgan Private Bank. I started my practice at St. James's Place in 2009 with the aim of delivering the highest quality financial advice provided by someone you can trust.
About
My career experience alongside being a Chartered Financial Planner and a Fellow of the Personal Finance Society means you can be confident that I have a high level of technical expertise that I can use to help you manage and grow your financial assets and provide the highest quality of advice.
Outside of my professional interests, I love to travel and spend time outdoors, especially by the sea or at the beach. I also have two daughters and numerous pets who keep me busy.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
