My Practice, KJC Wealth Management, has grown as a result of personal recommendations from existing clients who have significantly benefited from my advice and that of other specialist Partners.

In 2010, I was delighted to have been awarded the St. James’s Partnership, Regional Partner of Excellence Award.

I have over 30 years experience of banking and financial planning. I am a fully qualified financial planner able to advise on all aspects of investment, inheritance & estate issues, equity release schemes etc. However, I specialise in advice to the elderly particularly funding for Long Term Care.

I run Long Term Care Surgeries around Dorset and Hampshire and if you or a loved one are entering care or are concerned about the cost of care in the future, then now is the time to explore your options. Should you be interested in finding our about these surgeries, then please call me on 01202 881497. Surgeries will be held from 10.00am to 6.00pm and will last approximately 40 minutes. All appointments are held in the strictest confidence and are without cost or obligation.

My philosophy focuses upon maintaining a long-term relationship with clients, showing distinct quality, integrity and excellence, which in turn gives clients and their families’ financial peace of mind. The level of satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation by existing clients.

I hope you find this website of interest. Please do not hesitate to Contact me with any queries.

Karen Carn