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Karla Wells DipPFS
Senior Financial Planner
I have been working in financial services for more than 25 years and have gained a breadth of experience including working for a large assurance company as a Regional Sales Manager and then working as a Financial Advisor for more than 6 years.
I work with individual clients, families, businesses and company directors and have developed specialisms including pension, investment and estate planning work.
I enjoy placing my clients at the heart of everything I do, discovering what is important to them whilst developing and maintaining strong relationships. I like to think of my role as listening to my clients and arming them with the knowledge they need to make informed financial decisions.
My goal is to ensure clients feel secure and content in understanding the decisions they make and personally tailoring the advice for them. Every client is unique and their journeys differ.
Outside of work, I enjoy travel, especially city breaks and spending time with my two children. We are a fun family who enjoy farm days, days at the beach with friends and lots of family time together travelling.
Phil Davies
A true professional
I have known Karla professionally for some years. In that time, she has successfully managed my portfolios – personal and corporate – demonstrating a high level of skill and diligence. Karla has the ability to explain complex concepts and principles in a straightforward manner thus avoiding any confusion or misunderstanding. In my opinion, Karla is a true professional and I have no hesitation in recommending her.
Mr Brookes
A fine and professional financial adviser.
I have known Karla for a number of years and have seen her flourish into a fine and professional financial adviser who places the clients’ interests at the forefront of her advice process. Not only is Karla able to provide good and sound financial planning advice, but also having worked for a major industry provider for several years too, she understands the processes involved in completing the work needed to be done.
