Francis Clark Financial Planning continues to grow its team with the appointment of senior financial planner Carl Tremlin.
Carl Tremlin, Senior financial Planner with Chris Reah, Managing Director.
Carl joins from Investec and, alongside recent senior hire Lyndon Massey, will concentrate on delivering the company’s wealth management service, providing bespoke financial planning solutions for the wealthiest clients with the most complex financial situations. He has over 25 years’ industry experience and is a fellow of both the Chartered Insurance Institute and the Chartered Institute for Securities and Investments. He has also passed the STEP Certificate for Financial Services in Trusts and Estate Planning.
Carl said: “I am absolutely delighted to be joining such a talented team of independent financial planners. Francis Clark Financial Planning is undoubtedly one of the UK’s premier chartered financial planning firms and has always prided itself on providing both private and business clients with clear, specialist and appropriate advice. I am genuinely excited for the future and to play my part.”
Managing director Chris Reah commented: “We are thrilled to be welcoming Carl to the financial planning team, where he will help us to continue to grow in the high-net-worth space. His experience in dealing with the unique planning challenges which accompany building relationships in this area will allow us to develop what is not widely available – truly independent advice for individuals and families.
“Carl has worked for some of the brands which dominate in this part of the industry and this perspective of what really works for clients – and what doesn’t – is invaluable. The very best talent continues to be scarce, and every great hire adds to our capability as a firm and we continue to be on the lookout for really great people.”