Liverpool
Carl Williams
Independent Financial Adviser
Important information
Qualifications
Get to know Carl
I’ have worked in financial services for 24 years, eight of which were with the private banking arm of Lloyds Banking Group. There, I provided an ongoing relationship service to around 300 clients.
I then chose to move across to providing independent advice as I felt that the restricted advice offered by high street banks limits the options available to my clients.
I specialise in advising on pensions and investments, working with a range of people at different stages in their lives.
I enjoy meeting new people and understanding their varying needs and aspirations. I really love helping my clients to draw up a long-term financial plan which will help them achieve their dreams, enjoy life, and make new memories.
Outside of work
Outside of work, I enjoy watching football, as well as cooking, especially Asian food. I also enjoy travelling to hot places, such as the Canary Islands, and to not-so-hot places such as the Lake District, where I can enjoy the sights.