0330 038 8940
Based in Teignmouth
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: January, 2019
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Karl has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Karl has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Karl has not yet added their fees to their profile
Fees not yet added
Karl 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 Karl (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Karl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Karl has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Karl has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Karl has not yet added their fees to their profile
Fees not yet added
Karl 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 Karl (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Karl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 4 first impressions)
Karl began his career in 1985 when he became one of the country’s youngest Independent Financial Advisers. Over the years Karl has developed his areas of expertise including Investment Management Trust & Estate Planning* Inheritance Tax Retirement Planning Holding financial & tax seminars in conjunction with various accountants and solicitors. Whilst all financial advisers have to be qualified, Karl has further advanced his knowledge and skills to become a Certified Financial PlannerCM . This is an internationally recognised and highly valued, professional status. In addition Karl has also become a Chartered Wealth Manager. The combined 'dual qualifications' are rare and demonstrates Karl's committment to keep his knowledge and skills current. Karl’s clients include many retired people, those planning for retirement, individuals wanting to reduce their taxation burden, and people who are eager to create, develop or preserve their assets. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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 Karl'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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