Carl Hasty

Carl Hasty

Shackleton Advisers Limited

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Harrogate
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Top Rated 2026
Verified since: May, 2022
4.7 out of 5

157 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 30 January 2026

    Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status

  • 33

    Recent Client Reviews

    Verified reviews: 100%

    Carl has received 33 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 November 2025

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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 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

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Carl

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 5 first impressions)

I have worked within the financial services industry for over 14 years, beginning at HSBC where I dealt with clients personal banking and mortgages, before moving into financial planning and working my way up to becoming a Chartered Financial Planner. I advise on all aspects of financial planning using my expertise and knowledge to help my clients find answers to questions such as; how I can ensure my estate is protected when passing to future generations, have I got enough money to retire, and will my family be financially secure should anything happen to me. I value building strong relationships with my clients and helping them make informed and confident decisions, always working hard to understand what's truly important. Using cash-flow modelling we can in real-time take stock of your accrued planning to date, forecast future returns, and build a number of life and market events that are important to you. This will provide clarity as to whether your objectives are achievable through easy-to-understand visual aids. Away from work I’m very lucky to have such close family and friends, I enjoy spending time going for nice walks and bouldering. Having now finished playing football, I have started attempting to play golf which isn’t going well, although this will only drive me to become better.