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Karen Winstanley

Karen Winstanley has a First Class degree in Economics from the University of Newcastle. Following her graduation in 1997, Karen started her accountancy training with a local firm in Lancashire. She qualified as a Chartered Accountant with KPMG a few years later.

Karen moved into industry, working as a Financial Controller. Following that, she took a career break to start a family. At DFP, she takes charge of research, operational function and day-to-day administration, providing specialist, technical support to Liam and the team.

Away from Danbro Financial Planning, Karen enjoys reading, gardening and listening to music. She also loves spending time with her family and lives in Lancashire with her husband, Liam, and son, Luke.

Contact Karen Today

01253 600 597
karen.winstanley@danbro.co.uk

Karen’s Day-To-Day:

  • Karen deals with our back office system. This includes things like data management and general administration. Her work is integral to DFP’s behind the scenes operation.
  • She liaises with our para-planners to ensure steady workflow and outstanding client service. Her role is crucial to ensuring the smooth running of Danbro Financial Planning.
  • Karen arranges our client planning meetings, keeping on top of records and documentation.
  • And she too carries out her day-to-day duties fuelled by more than just the odd cuppa.

Karen’s Favourite …

City?

Cape Town: It’s such a beautiful place and is full of happy memories as my husband proposed to me on Table Mountain.

Film?

Shawshank Redemption: I mean, it’s an absolute classic, isn’t it?!

Food?

Roast Beef: Not sure you can beat a Roast Dinner with all the family – and it has to be beef, every time!

Sport?

Cricket: It’s a very traditional sport. It’s easy to watch and is something we can all enjoy as a family.

Pastime?

Reading: It’s so important to find time to do things that help you relax and unwind after a long day, and there’s nothing better than a good book!
 

Important Information

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

The Financial Conduct Authority does not regulate tax advice.

Danbro Financial Planning Limited is an appointed representative of the Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Danbro Financial Planning Limited is entered on the FS Register (www.fca.org.uk/register) under reference 796167. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

Company number 11009261 registered in England. Danbro Financial Planning Limited Registered office address: Jubilee House, East Beach, Lytham St. Annes, United Kingdom, FY8 5FT.