Karishma joined the financial services industry in 2017 after graduating from Lancaster University with an Honours degree in Economics. She has been working at St. James’s Pace Wealth Management since 2018 most recently in the role of Practice Manager where she is responsible for managing the team and ensuring client enquiries are dealt with diligently and efficiently as well as ensuring business processes continue to provide the best client outcomes possible. Karishma is part of the Management Team and is responsible for the operational support of the business in addition to being an important member of the inclusion and diversity programme within Castell.
Having completed her Diploma in Financial Planning, she joined Castell Wealth Management with a view to progressing her career. She aspires to advise clients by 2022, whilst working towards becoming a Chartered Financial Planner within the practice.
In her spare time, Karishma enjoys drawing, long walks in the countryside and baking.