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Karen Smith

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Investment Manager

Karen manages discretionary and advisory portfolios for private clients, trusts, charities and pension funds and works directly with Simon Raggett. Karen is a Chartered Fellow of the CISI.

Areas of expertise:

Investment portfolio management including stock selection, asset allocation and investment strategy.

Location: Worcester


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.