About Me — Karen at A New View Financial Planning
As a qualified Financial Planner in my fifties, I have navigated many of life's typical—and not so typical—stages myself. I bring that lived experience and deep empathy to help you shape the life you want and worry less about money.
For over 30 years, my professional home was within the financial services market, holding senior leadership roles at Google, Accenture and SAP and managing executive-level relationships with major banks, capital markets and insurers. That career taught me professional rigour, high-stakes problem-solving and the need to truly understand client requirements.
In parallel, my personal life shifted things entirely. In my late forties, a 24-year marriage ended in a long, painful divorce. I was faced with the financial fog of unravelling and rebuilding my life. Everyone told me I needed a solicitor, but nobody told me to speak to a financial adviser. Yet, the biggest challenge was figuring out what tomorrow looked like. I was left trying to split assets, rebuild my wealth and recreate security, all whilst managing two daughters, ageing parents and keeping one eye on my own retirement. The journey would have been so much easier, both practically and emotionally, with a financial guide by my side.
I chose to channel those decades of corporate expertise and difficult personal experiences into a brand-new chapter: launching A New View. Starting a business later in life brings its own unique blend of excitement, vulnerability and courage. It reinforced my belief that reinvention is entirely possible, no matter your age.
Outside of business, I serve as Treasurer for Wycombe Women’s Aid, applying my commercial experience to support their vital mission of safety and stability for women and children escaping domestic abuse.
My lived experience is the foundation of everything I do. I am committed to making financial advice accessible and stress-free, which is why I provide full transparency on all fees and unlimited access to discussions and coaching from me. Think of this as a partnership designed to clear away the confusion, stand by your side, and optimise your life and wealth—whatever you are going through.
Whatever stage of life you are at, you do not need to plan for it alone.