Karl is committed to helping secure every individual's immediate and long-term financial goals along with any objectives.
He prides himself on the close relationships he develops with all of his clients. It is essential to Karl that he works consistently with his clients and regularly review their current arrangements in order to check they are on track to meet their goals.
Karl and his business partner, Peter Wall, formed BW Financial Planning Ltd with the same ethos and have become firm friends over the years they have been co-directors.
Outside of work Karl enjoys travelling, spending time with his wife and children and is also a keen golfer.
“I strongly believe that through careful planning and drawing from my many years' experience in the financial services field, we can work together towards satisfying all of your financial goals.”
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.