Carl provides peace of mind. He specialises in complex financial affairs, including inheritance tax planning, helping clients navigate divorce and working with high net worth clients. You’ll value the personal attention he gives you when it comes to managing your long-term investments. Need help working through your investing options? Carl will give you all the information you need, in a language you can understand, and guide you on the most suitable options for you. Clients have said they ‘don’t know how I would manage without Carl’s help’. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.