0160 328 0002
Based in Norwich
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: 07 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: 29 June 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.
3
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 below
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
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: 07 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: 29 June 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.
3
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 below
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
Carl is an Executive Director of Smith & Pinching . He founded Almary Green Investments on the 25/04/2001 which was subsequently sold to the Smith & Pinching Group in October 2018. Carl spent 13 years as a senior consultant with Equitable Life. His expertise covers all areas of investments, pensions and protection for both individuals and businesses. He has a particular interest in self-invested pensions, and the flexibility they can offer. Carl holds the prestigious G60 pension qualification, and is a Chartered Financial Planner. He also holds the Institute of Money Coaching CPD Certificate in the basic principles of Money Coaching. Carl is the recipient of the ""Financial Adviser"" Awards Group Pensions Adviser of the Year 2013 and at the same awards in 2014 he was ""Highly Commended"" in the SIPP adviser category. In the 2015 awards he was named as Overall Adviser of the Year and SIPP Adviser of the Year. At the ""Unbiased"" Media Awards 2015 he was presented with the 'At Retirement' and 'Financial Adviser' of the year awards. He was also one of the first financial advisers in the region to be accredited by the Law Society’s Resolution initiative, enabling him to provide advice and services in Collaborative Law cases involving pension assets. Carl enjoys travelling the world , Hiking, Nature and all forms of water sport, especially competitive off-shore sailing.
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.