“To me, good Financial Planning has nothing to do with how many zeros you have in your net worth, instead it’s about identifying what you want out of life and figuring out how to make it a reality. I wholeheartedly believe a personalised and holistic Financial Plan can give everyone that lightbulb moment.”
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
- Creating personalised and holistic Financial Plans
- Retirement planning
- Pension Transfer Specialist
- Tax planning
- Estate planning
- Investment planning
- Long term care planning
- Cash flow modelling
- Experience working with individuals, small businesses, employers, trustees and professional bodies such as accountants and solicitors
Interests
- Anything that gets me moving; running, 5-a-side football, resistance training, the odd Tough Mudder style obstacle race, trying to keep up with my 2 year old
- You will find me geeking out on a daily basis with personal finance podcasts, blogs and books
- I’m also partial to a good film usually in the sci-fi, thriller, action or comedy genre
Click here to view Carl’s Statement of Professional Standing by the CII
Qualifications
- BA (Hons) History & Economics (1st)
- Diploma in Regulated Financial Planning (CII)
- AF1 Personal Tax and Trust Planning (CII)
- AF4 Investment Planning
- AF5 Financial Planning Process (CII)
- AF7 Pension Transfers (CII)
- AF8 Retirement Income Planning (CII)
- Investment Management Certificate (CFA)
- Certificate in Discretionary Investment Management (CII)
- Award in Long Term Care Insurance (CII)
- Chartered Financial Planner
View my profile at
https://www.linkedin.com/in/carl-wilkinson-53648b219
