Karl is a Director at Active as well as a busy Independent Financial Adviser. He joined the firm in July 2013.
Karl’s career in Financial Services began in 1989 when he first joined Yorkshire Bank as a management trainee. Having moved around the bank he found his niche in 1995, becoming a qualified Financial Adviser. Following a brief spell working with Lloyds TSB as a Savings and Investment Adviser in 1998 Karl returned to Yorkshire Bank as an Independent Financial Adviser and Senior Financial Planner.
As part of his role as a Director at Active, Karl heads up the Yorkshire team. He also invests his time in developing and training more junior members of the firm, as well as working to ensure that Active continues to deliver a high quality service to its clients.
During his time at Yorkshire Bank Karl developed a large group of corporate clients – these were large companies with complex pension plan requirements, corporate investments and protection planning. As part of this work he also developed a specialism in working with and advising Directors and Business owners. Having provided financial advice to clients through two economic recessions, Karl knows the importance of taking the long-term view, and takes great satisfaction in seeing clients achieve their goals.
Karl is based in East Yorkshire and has clients across North, West and South Yorkshire as well North Lincolnshire and, of course, Teesside – the home of Active.
– Investment Principles and Risk (RO2, Dec 2016)
– Discretionary Investment Management (J10, Nov 2016)
– Mortgage Advice (CF6, May 2016)
– Equity Release (ER1, April 2016)
– Long Term Care Insurance (CF8 , Feb 2016)
– Certificate in Financial Advice (Ce FA, 1996)
– Diploma in Financial Advice (Dip FA, 2010)