Carl Wilkinson

“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