Career Profile
Karl is Managing Director at Active as well as managing a busy portfolio as an Independent Financial Adviser at the firm.
Karl’s career began at Yorkshire Bank in 1995 where he quickly moved up the ladder eventually working as a Private Banking Manager for High Net Worth banking. This was followed by two years at RBS as an Investment Banking Manager before joining Active in May 2007.
Karl says “The banking profession provides excellent grounding for a Company Director, as you gain a unique insight into company structure, processes and management.”
Karl is a Chartered Fellow of the Institute of Directors (IoD), a Trustee of the Middlesbrough & Teesside Philanthropic Foundation, a Trustee of the Galileo Multi Academy Trust and an alumnus of the Goldman Sachs 10,000 Small Business Programme based at Leeds University Business School. He is very involved in the local business community and is part of a number of networking groups. Karl has taken on a number of fund raising challenges over the years, most recently reaching the summit of Kilimanjaro in aid of mental health charity MIND.
Key Services
Although Karl advises clients across the full spectrum of financial services, much of Karl’s time is spent developing and managing the strategy of the company.
Thanks to Karl’s extensive background in the higher net worth market, he specialises in advising clients with complex financial planning needs. He also has a number of professional athletes as clients, and has a specialist understanding of financial planning needs in this area.
“I believe that you can always better yourself, whether that be as an individual, or as a business. At Active, we will always endeavour to be the best at what we do and we can only achieve that by developing personally. I chose to focus upon becoming a better Company Director, thus developing a better place to work or do business – ultimately running a better business. I wouldn’t say that I need to be the world’s greatest Financial Adviser, because I believe we already have many in the team.”
Qualifications
– Chartered Director (CDir, 2017)
– Diploma in Personal Finance Services (Dip PFS, 2010)
– Mortgage & Equity Release (Dip (MP & ER), 2009
