My role is to create, manage and continually review bespoke investment portfolios for my clients with the aim of delivering the best investment outcomes whilst ensuring their portfolios are suitable for their needs, circumstances and attitude to risk. My clients know that I am available and accountable so they have comfort in knowing that I am there with their best interests at the heart of every decision I make.
Carl began his career at Albert E Sharp Stockbrokers in Birmingham in 1997. Albert E Sharp eventually became Gerrard and then Barclays Wealth where he was responsible for managing all the collectivised portfolios at the Birmingham office. Carl joined the Quilter Cheviot Leicester office in 2010.
Carl passed the CISI Investment Advice Certificate in January 2002 with distinction and was then awarded the CISI Diploma in December 2003. Carl is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Outside of work Carl enjoys spending time with his family, going to the cinema and listening to his old vinyl records.