0330 038 8940
Based in Widnes
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: October, 2023
4.9 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: 03 April 2025
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Carl has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 13 client reviews 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: 02 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
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Carl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 6 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: 03 April 2025
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Carl has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 13 client reviews 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: 02 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
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Carl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 6 first impressions)
Carl has extensive investment experience and holds an Investment Advice Diploma from the Chartered Institute for Securities and Investment. He is also a Trustee of the Halton Citizens Advice Bureau and likes to be involved in the betterment of his local community. After 20 years of working in the corporate sector, Carl established his own financial planning business, Carl Mba Financial Planning Ltd, which is a partner firm of M&G Wealth Advice*. He is passionate about financial education for all, and helping people make good decisions when it comes to their money. He does this by conducting a detailed review of a clients situation, determining the scope of their needs, building a robust plan to achieve goals and keeping his advice simple, straightforward and jargon free. To sum it up, Carl believes in enduring client relationships based on trust, integrity and the quality of personalised advice. *Carl is qualified in financial planning and advises on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
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
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