0330 038 8941
Based in Bridge-of-Weir
View locationChecks carried out by VouchedFor
FCA Regulated
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 26 April 2026
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Carl has received 4 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Carl has received 4 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: 08 April 2026
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.
15
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below15 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowCarl has provided information on their typical fees
Carl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
40
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 40 first impressions)93% of users who are not yet clients had a positive first experience with Carl
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 40 first impressions)
About
Multi award winning Financial Planner based in Bridge of Weir, Renfrewshire specialising in comprehensive Lifestyle Financial Planning advice for affluent individuals. Carl's blend of technical skill, experience and his ability to explain complex issues with clarity and insight will help you understand clearly where you stand financially, the options available to you and how best to achieve your financial goals. You will receive unbiased advice tailored to your needs, explained simply and with complete transparency on costs. Carl is supported by an excellent team of technical and support staff to ensure we consistently deliver a high level of client service, sound advice and client care.
