An Associate Partner Practice of St. James's Place Wealth Management

Karen Harris Financial Planning

Karen Harris

As a client you are an individual and I pride myself in establishing a tailored personal solution for your future financial needs.

About

Based in Burgess Hill, West Sussex and surrounding areas, I have been providing holistic financial advice to a range of different clients spanning over the last 25 years.

Having joined the finance industry over 33 years ago I was originally established in the local area at Alliance & Leicester, becoming a bank manager at an early age and then pursuing my qualifications to provide full financial advice to clients in the Mid Sussex area. I have spent time with Wesleyan specialising in the GP sector by providing in depth knowledge in the industry and therefore being able to provide tailored solutions to my client needs.

Advice is available on a broad range of financial topics including savings and investment planning, pensions and retirement planning, protection (including life insurance, critical illness and income protection) as a sample.

I am also a strong believer of ensuring that your plans are regularly reviewed to ensure that your own goal remains the same and that your financial plan still suits your original requirements.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with pride and dedication that I place on developing solid personal relationships with my clients and their families, ensures that I am able to offer a rounded, professional and personal service.

Outside of business, I enjoy regular exercise and socialising and believe in supporting local charities. Family wise I am married have two children whom I enjoy eating out with, holidaying and taking the long Sunday walk to spend quality time with them and my lovely dog.

Karen Harris Wealth Management based in Burgess Hill and surrounding areas in West Sussex can offer you a no obligation financial advice service putting your personal requirements firmly as the main priority. The advice will focus on pension planning, investment planning including protection and inheritance planning which will be tailored made to suit your personal needs and circumstances.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Karen Harris

54 Foxglove Close, Burgess Hill, West Sussex, RH15 8UY

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Karen Harris
Karen Harris Financial Planning
07761 182 892