Independent Financial Adviser, born 1960
Qualifications:
Financial Planning Certificate;
Certificate of Mortgage Advice and Practice;
currently preparing for level 4 diploma.
2009: Joined Calver Groom Financial Management
1993-2009: Employed Independent Financial Adviser
1986-1993: Financial Adviser, Prudential Assurance & Standard Life
Karl provides investment advice to individuals and businesses. He finds particularly rewarding, projects where he is required to build relationships with all the parties with an interest - all those, for example, who are to exercise power of attorney for a client. Such projects call on his knowledge and experience of tax law, succession planning, estate preservation and more.
Karl is married to Billie-Jean, with two children. In his spare time he races motorcycles and watches motorsport. He is a regular runner; has run the London Marathon, several half-marathons and 10-kilometre races. He's also a keen cyclist.
Karl is an active member of
Oasis
Church in Colliers Wood.