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Karen Masi
Financial Planner & Director
Wiltshire
01793 778377

Karen originally started her career in financial services as an assistant before progressing through the CeFA qualification, to now being level 4 DipFA qualified. Karen particularly enjoys undertaking financial planning for families and working closely with clients to achieve their stated financial objectives. As a member of The London Institute of Banking and Finance, Karen is committed to her professional development and building on her knowledge and experience with further qualification success.
Outside of work Karen is kept busy with her 2 teenage daughters. Having joined a ladies kickboxing class in November 2019, Karen has progressed to an orange belt with a distinction in July 2020, she now shares her love of kickboxing with both her daughters. Karen is also a keen rugby fan following local sides Bath and Royal Wootton Bassett and of course the Six Nations.
Oculus Wealth Management (Wiltshire)
Oculus Wealth Management (Wiltshire) Ltd is an appointed representative of Oculus Wealth Management, registered in England and Wales under company number 10736803 with its registered office at Callands, New Road, Purton. SN5 4HF and FCA register number 783190.
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