Courtiers Wealth Management
Courtiers Wealth Management

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Karen Moore

Head of CIS Compliance

01278 559257

At Courtiers

Karen joined Courtiers in 2010 as part of the Private Client support team. With a background in Corporate Finance she moved to a technical support role within the Corporate Services team in 2012, before becoming a Senior Paraplanner in 2019. In 2020 she joined the Technical Support team to share her knowledge and experience across the business as Senior Technical Support Adviser.

In 2022, Karen became Head of Technical Support, a role which recognises, responds to and supports the business’ technical needs while developing and maintaining the Courtiers Education Academy.

Fast forward to 2024 and with her experience, attention to detail and depth of technical knowledge, Karen was appointed Head of CIS Compliance.

 

Background / Experience

After a period working in Germany for a chemical company, Karen’s early career in financial services spanned 10 years working in international finance in London, before she moved to the West Country when her children were young.

Outside Work

Moving to the West Country was partly driven by the river networks of this region and Wales that offer great opportunities for kayaking, which allows you to see parts of the countryside and coastline that might not otherwise be accessible without extreme effort.