Karl is an experienced IFA (independent financial adviser) at Active Chartered Financial Planners, specialising in corporate pensions, investments, protection planning, and advising business owners and directors. Based in East Yorkshire, Karl works with clients across Yorkshire, Lincolnshire, and Teesside, providing long-term, practical financial advice. Known for his client-focused approach and dedication to helping clients achieve their goals.
Key Services
Karl is based in East Yorkshire were some of his clients are based, as well as many others across Yorkshire, Lincolnshire and Teesside – the home of Active Chartered Financial Planners.
Working at Yorkshire Bank for a number of years, Karl developed a large group of corporate clients; 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 and a global pandemic, Karl knows the importance of taking the long-term view, and takes great satisfaction in seeing clients achieve their goals.
Career Profile
Karl is 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 & Investment Adviser, in 1998 Karl returned to Yorkshire Bank as an Independent Financial Adviser and Senior Financial Planner.
Hobbies and Interests
Away from work, Karl loves to spend time with his family – including his first Grand-daughter.
Karl has a passion for fishing and regularly travels to France for fishing trips.
Qualifications
– Pensions and Retirement Planning – (RO4, 2019)
– Financial Planning Process – (AF5, 2018)
– Investment Principles and Risk (RO2, 2016)
– Discretionary Investment Management (J10, 2016)
– Mortgage Advice (CF6, 2016)
– Equity Release (ER1, 2016)
– Long Term Care Insurance (CF8 , 2016)
– Diploma in Financial Advice (Dip FA, 2010)
– Certificate in Financial Advice (Ce FA, 1996)
