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Karen Cleal

Deputy CEO (Founder)

Specialism: Trustees Private Client Trustees

Company: Opus Private Limited

Location: St Peter Port, Guernsey

Citywealth rating

4
Average: 4 (2 votes)
Fee Level:
4
Average: 4 (2 votes)
Quality of Advice
4
Average: 4 (2 votes)
Communications Skills
4
Average: 4 (2 votes)
Interpersonal Skills
4
Average: 4 (2 votes)
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Peer review:

I have worked with Karen for over five years on a major account and have been thoroughly impressed by her commitment, excellent client service and ability to balance her professional and family life. She is one of the most organised people I know and can balance the weekly needs of her clients and family with an impressive precision.

06 Feb 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2017 

Karen Cleal currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: Yes - Each situation is considered on a case by case basis, taken all variants into account such as asset base, risk profile and activity. Also, Opus charge on a time spent basis with an annual responsibility fee, if preferred.

Opus Private Limited

Number of offices globally: 1-5

Karen Cleal currently has no contact details

Peer review:

I have worked with Karen for over five years on a major account and have been thoroughly impressed by her commitment, excellent client service and ability to balance her professional and family life. She is one of the most organised people I know and can balance the weekly needs of her clients and family with an impressive precision.

06 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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