The Timebank
Karen MacKinnon possesses extensive experience in financial planning and complaint handling, currently serving as a Financial Planning Quality Assurance professional at The Timebank since October 2022. Previously, Karen worked at Huntswood for 17 years, where roles included Complaint Handler and Senior Business Reviewer, focusing on various projects involving complaint resolution and root cause analysis. Prior experience includes positions at John Scott & Partners Ltd as a Compliance Assistant and at Save & Invest Financial Planning Ltd as a Trainee IFA. Karen is actively pursuing a Level 4 Diploma in Financial Planning from the Chartered Insurance Institute and holds a BA (Hons) in Business Studies from Glasgow Caledonian University.
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The Timebank
We've been doing this long enough to know there's no one right answer when it comes to supporting adviser businesses. Each practice has its own unique identity. Two decades of working with some of the best financial planning businesses has taught us, however, that there are 3 watchwords for success - creativity, integrity, simplicity. What do these mean? They mean everything to us, but to you they should mean: - Creativity: Our job is to think of how to get it done, not whether it can be done. - Integrity: What's best for the client and what's best for you, in that order. No sponsors, no deals, no ulterior motives. - Simplicity: There's quite enough complexity in our industry already, thank you!