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)