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 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.