0330 038 8941
Based in Bridge-of-Weir
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: September, 2018
4.8 out of 5
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: 26 March 2025
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Carl has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 10 client reviews in the past 12 months; 100% of these have been verified
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: 31 March 2025
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.
15
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 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
38
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 38 first impressions)
92% of users who are not yet clients had a positive first experience with Carl
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 38 first impressions)
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: 26 March 2025
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Carl has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 10 client reviews in the past 12 months; 100% of these have been verified
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: 31 March 2025
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.
15
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 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
38
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 38 first impressions)
92% of users who are not yet clients had a positive first experience with Carl
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 38 first impressions)
Multi award winning Financial Planner based in Bridge of Weir, Renfrewshire specialising in comprehensive Lifestyle Financial Planning advice for affluent individuals. Carl's blend of technical skill, experience and his ability to explain complex issues with clarity and insight will help you understand clearly where you stand financially, the options available to you and how best to achieve your financial goals. You will receive unbiased advice tailored to your needs, explained simply and with complete transparency on costs. Carl is supported by an excellent team of technical and support staff to ensure we consistently deliver a high level of client service, sound advice and client care.
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
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Our services are intended for private investors with £250,000 or more of investable assets (savings,investment and/or pension funds) or with a family income of £100,000 per year or more.
Affluent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Taxation advice/services are not regulated by the Financial Conduct Authority.