0330 038 8938
Based in Stowmarket
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FCA Regulated
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Karl has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Karl has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 18 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Karl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Karl has provided information on their typical fees
Karl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Karl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 12 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Karl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Karl has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Karl has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 18 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Karl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Karl has provided information on their typical fees
Karl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Karl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 12 first impressions)
As a dedicated financial adviser, my passion for finance and commitment to helping people navigate complex areas of their lives drive my approach to creating personalized financial life plans. My goal is to help my clients achieve their aspirations and secure their financial futures. Before transitioning into financial advising, I gained valuable experience as an estate agent and mortgage adviser. This background provided me with a comprehensive understanding of real estate markets and mortgage products, which complements my current role and enhances the holistic financial advice I offer. On a personal note, I am an avid sports enthusiast, enjoying football, golf, darts, and tennis. I am also a proud father of two boys, and my family inspires me to help others build stable and prosperous futures for their loved ones. Brightside Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 18/07/2024
£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 Karl's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Brightside Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).