Carl Wilkinson

Carl Wilkinson

Financial Planner

Experience

Carl started his career in the financial services profession in 2007, working for several global investment banks before moving into Financial Planning in 2017. Carl joined Concept Financial Planning as a Financial Planner in 2019.

Expertise

  • Pension and investments
  • Tax planning
  • Creating personalised and holistic Financial Plans
  • Works with professional individuals, small businesses, trustees and professional bodies such as accountants and solicitors

Key Skills

  • Retirement planning
  • Investment and tax planning
  • Pension Transfer Specialist

Qualifications

  • Diploma in Regulated Financial Planning (CII)
  • Investment Management Certificate (CFA)
  • Certificate in Discretionary Investment Management (CII)
  • Certificate in Pension Transfer Advice (CII)
  • Award in Long Term Care Insurance (CII)
Paul Richardson

Paul Richardson

Managing Director, Financial Planner, ISO 22222 Certified, Pension Specialist

Pascale Fontaine

Pascale Fontaine

Director, Financial Planner, ISO 22222 Certified, Investment Specialist

Hugh Austen

Hugh Austen

Accounts Manager

Fiona Macdonald

Fiona Macdonald

Practice Manager

Reuben

Reuben

Top Dog

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