Carl is a fully authorised, Independent Financial Adviser. With more than 40 years’ experience in the industry, he’s committed to providing the highest quality service to his clients.
Before becoming a directly authorised Independent Financial Adviser in 2006, Carl was a partner with St. James’s Place Wealth Management, and prior to this held senior management positions in various parts of the country with a national life assurance company.
Carl has been married for 35 years and has two daughters and five grandchildren. He’s lived in North Yorkshire for nearly 30 years, and in his spare time enjoys walking and vising the family holiday home in Northumberland.
Carl in the spotlight
On an ideal weekend, you can find me:
My favourite holiday destination is:
My favourite song to play in the car is:
If I could be any fictional character, I would be:
The three small things that make my day better are:
My proudest moment as a Financial Planner was:
In Northumberland walking on the beach and dune surfing.
In the UK, Bamburgh. If made to fly, Santorini.
Frasier Crane (from Cheers)
Grandchildren, sunshine, Merlot
Having reached the top of a national financial services company after 25 years, having the nerve to leave and set up my own company in 2006.
Holidays with grandchildren
Holidays without grandchildren