With over 25 years’ experience working in the financial services sector, Carl has developed a focus for acting as a financial planner for high-net-worth individuals and business owners, working through their often-complex financial situation to provide bespoke solutions.
Carl sees his role as a financial planner is to ensure his client and their family are protected and able to live their best life, free of worry or concerns around their wealth or legacy. His keen interest in tax planning means he enjoys working with his clients to structure their affairs in a tax efficient manner.
His drive to ensure appropriate client outcomes has led him to become 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. By developing his technical expertise, he is well placed to understand the unique needs of each client and can provide the right advice for them.
Outside of work, Carl and his wife can be found walking their 4 dogs, or enjoying time with close friends.
