About Karen Gregory

Karen has worked in financial services for over 30 years. She was previously employed by Lloyds Banking Group, Halifax, Bank of Scotland and Birmingham Midshires. During this time Karen also worked with Scottish Widows, Insight Investments and AXA.

After finding that her advice options were becoming more and more restricted, Karen left the bank and joined Invest Southwest in 2012. Karen feels she can now use all of her qualifications and experience to provide truely independent financial advice to her clients.

Karen and her husband live on the outskirts of Bridgwater. She spends most of her spare time being a taxi service for her young daughter and walking her two dogs.

Advice for Life