Karyn Vogel DipPFS - HCR IFA

Karyn Vogel DipPFS

About Me

As an Independent Financial Adviser I focus on financial life planning with my clients. I guide my clients to successful financial choices by combining my technical expertise with truly understanding their goals, values, and emotional triggers.

Because money pervades every part of our lives, it is of utmost importance for me to see my clients not only financially survive, but thrive. This passion for my clients’ wellbeing is the foundation for long-lasting professional and personal relationships.

As a holistic adviser, I use my technical knowledge and skill in areas of wealth accumulation and preservation, investing, tax planning, protection, cash flow modelling, retirement, and estate planning to help my clients make the best money decisions for them and their financial futures.

My History

After graduating University in the USA in 2005, I embarked on a three year Professional Leadership Programme with US based insurer, Lincoln Financial Group. This programme brought me to live and work in Cheltenham for a year, following which I moved to London to begin a career in Business Development Management (or Wholesaling as they call it in the States) for various well known Pension & Investment providers. After working intimately with Independent Financial Advisers, industry experts, and investment specialists for over 10 years, I decided to use my qualifications, knowledge, and experience to offer comprehensive financial planning directly to individuals and families.

Qualifications

Diploma in Financial Planning

Certificate in Financial Planning

  • CF1 – UK financial services, regulation & ethics
  • CF2 – Investment and risk
  • CF3 – Financial protection
  • CF4- Retirement planning
  • CF5 – Integrated financial planning
  • RO1 – Financial services, regulation & ethics
  • RO2 – Investment principles and risk
  • RO4 – Pensions and retirement planning
  • RO6 – Financial planning practice

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Copyright HCR IFAs Ltd 2022

HCR Independent Financial Advisers Limited is registered in England and Wales. Company number 04463931

Registered address: 2 Crown Buildings, The Green, Chingford, London E4 7EX

Trading address: Suite 5 First Floor, Foremost House, Radford Way, Billericay, Essex CM12 0BT

Authorised and regulated by the Financial Conduct Authority under reference 216219

Using the FCA Firm Checker tool you can check that we are authorised and also have the permissions to provide the services you want.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

Not all products and services offered are regulated by the FCA. For further information and to check each firm’s registration details, please visit the FCA using the link below.

The Financial Conduct Authority is the main regulatory body for the financial services, general insurance and healthcare industries http://www.fca.org.uk/

The Financial Ombudsman Service provides consumers with a free, independent service for resolving disputes with financial firms http://www.financial-ombudsman.org.uk/

If you have any questions relating to the information contained in this page, please contact us at enquiries@hcrifa.co.uk

Should you wish to make a complaint about any aspect of the service we provide to you, you can do this by writing to enquiries@hcrifa.co.uk or by telephoning us on 01277 824744 where we will try to resolve your concern at the earliest time possible. A summary of our internal complaints handing procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financialombudsman.org.uk or by contacting them on 0800 023 4567

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