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.