0330 038 8942
Based in Milton-Keynes
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 Authority
Last checked: 20 April 2025
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Carl has not received any client reviews in the past 12 months
Carl has not received any reviews in the last 12 months
Carl has not received any client reviews in the past 12 months
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: 17 March 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.
8
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 5 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)
Checks 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 Authority
Last checked: 20 April 2025
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Carl has not received any client reviews in the past 12 months
Carl has not received any reviews in the last 12 months
Carl has not received any client reviews in the past 12 months
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: 17 March 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.
8
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 5 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 been advising people on their retirement planning, pensions and investments for over 15 years and have run my own financial advice business for the last 4 years. Our clients tend to be aged 55+, married with a family, planning for retirement or retired and looking for Inheritance Tax advice. They usually hold senior positions at their place of work including senior managers directors, executives and business owners. They are knowledgeable, smart and value advice from an expert. Our clients have told us they really value the fact we are always available, easy to reach and respond quickly.
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
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
RTS Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Any advice provided in the following areas is not regulated by the Financial Conduct Authority: Estate Planning, Trusts, Tax and Cash Flow planning.