0113 427 9378
Based in Leeds
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: June, 2020
4.8 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: 10 April 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
7
Recent Client Reviews
Carl has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 7 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: 02 February 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
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Carl has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 4 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 4 first impressions)
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: 10 April 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
7
Recent Client Reviews
Carl has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 7 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: 02 February 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
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Carl has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 4 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 4 first impressions)
Carl has been a financial adviser since 1997, the last 11 with Forvis Mazars. Having successfully managed teams at a leading IFA and Private Bank, Carl joined MFP in 2011 to lead and grow the business in the North, which includes offices in Leeds, Manchester, Liverpool, Glasgow and Edinburgh. Under his tenure, Forvis Mazars has grown significantly and through unwavering commitment to quality advice and client service, the team have been recognised for many awards, including 2018, 2019, 2020, 2021 and 2022 FT Adviser Top 100 Financial Advisers (the only firm to be in the top 5 for five consecutive years), 2018 PFS Chartered Financial Planner of the year and 2020 CISI Paraplanner of the year. Carl is a Chartered Financial Planner and Fellow of the Personal Finance Society and has developed specialisms in pensions and retirement planning, estate planning and privately-owned businesses. Working closely with accountancy, tax and legal professionals, Carl is an advocate for a joined-up approach to planning and advice. A highly motivated and enthusiastic Financial Planner and business leader, the team’s successes can be attributed to building client relationships, focusing on client needs, providing quality advice and ongoing service as well as challenging the status quo.
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.