Karen Newnham

Senior Financial Planning Assistant / PA

Karen Newnham is a Senior Financial Planning Assistant/PA at Fortuna Major Financial Planning Ltd.  Karen supports Marcus Dollimore, Director, and has been employed by Fortuna Major for the last 3 years.

Karen has worked in Financial Services for over 20 years gaining very valuable experience and has a really good background in this industry.  Prior to joining Fortuna Major Karen worked within a large Accountancy Practice dealing with high net worth clients, supporting the Senior Partner of Financial Planning.

Karen has studied towards the Certificate in Financial Planning (CFP) and gained qualifications to support her in the role as Financial Planning Assistant/PA.

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