Karen Martinez-Baranda DipFA
Independent Financial Adviser
About me
I have had a successful career to date and feel extremely proud of the reputation I have built in the financial services industry, since I started as an adviser since 2005. I take time getting to know my clients' personal and financial circumstances, as well as their aspirations. This enables me to provide them with holistic financial planning advice, throughout the various stages of their lives.
I encourage regular reviews with my clients, to ensure their plans continue to meet their needs. The most rewarding part of my job is building long-term relationships and witnessing them reach their financial goals, be that funding their children through university, protecting their loved ones, or taking an early retirement.
In my younger years, I competed in show jumping around the UK, but now I enjoy my time with my family and friends in Cornwall. I am so lucky to see this stunning part of the country, when I am on walks with my husband and our dog, or out on my kayak.
Location
South West England