

Carl Mountain
2plan wealth management Limited
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
Unavailable for contact through VouchedFor
Based in Hampton
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: May, 2020
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
Last checked: 21 April 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
20
Recent Client Reviews
Carl has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 20 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: 29 November 2024
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.
Qualifications Uploaded
Carl has not yet added their qualifications to their profile
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Carl has not yet added their qualifications to their profile
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
8
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 8 first impressions)
88% of users who are not yet clients had a positive first experience with Carl
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 8 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
Last checked: 21 April 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
20
Recent Client Reviews
Carl has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 20 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: 29 November 2024
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.
Qualifications Uploaded
Carl has not yet added their qualifications to their profile
Qualifications not yet added
Carl has not yet added their qualifications to their profile
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
8
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 8 first impressions)
88% of users who are not yet clients had a positive first experience with Carl
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 8 first impressions)
I have worked in the Financial Services Industry for 30 years, and qualified as a Financial Adviser in 1998. I became an Independent Financial Adviser in 2008, and have run my own business since 2010. Delivering a professional bespoke financial planning service is at the centre of what I offer, as we are all individuals with different needs and requirements. I value each of my clients and strive to provide a consistent and flexible service proposition, with a fair and transparent pricing structure. 2plan Wealth Management and the providers I interact with on behalf of my clients, are essential partners in ensuring my clients are provided with the very best the industry has to offer. As well as ensuring good service and product competence I encourage mutual respect and fairness with product providers, to build trust and long term relationships for the benefit of my clients. Away from the office you will find me enjoying time with my wife and three daughters, who keep me on my toes! Get help with setting up auto enrolment as an employer or get a better understanding of an auto enrolment scheme you are signed up to as an employee. Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you. Warning: A Lifetime Mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release.Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
£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
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