0161 219 8576
Based in Altrincham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
Last checked: 20 April 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
26
Recent Client Reviews
Carl has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 26 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Carl has not yet added their fees to their profile
Fees not yet added
Carl has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
Last checked: 20 April 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
26
Recent Client Reviews
Carl has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 26 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Carl has not yet added their fees to their profile
Fees not yet added
Carl has not yet added their fees to their profile
Carl has worked in Financial Services for 17 years and has been in his current role as an adviser for MKC Wealth for over 6 years. He has built up a wealth of knowledge working with a wide variety of personal and corporate clients and specialises in providing advice related to retirement planning, investments, taxation and estate and trust planning. Carl aims to fully understand each client’s unique situation and tailors advice to their individual needs. He is passionate about enabling his clients to lead their best lives and to help them achieve all of their goals. Carl lives in Altrincham with his wife and son aged 4. When not looking after the little one, he spends his spare time with his family and friends and enjoys playing football and tennis, going to the gym, reading, and watching films.
Offers available through VouchedFor
Contact Carl through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Carl's clients
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