Carl Green

Areas of expertise

Holistic financial planning; private clients and their families.

Experience

Carl advises on all aspects of private client advice with a particular focus on those clients with long-term retirement and estate planning needs.

His experience includes advising entrepreneurs, senior partners and he enjoys the challenge of working with multi-generational family arrangements.

Professional qualifications and memberships

Advanced Diploma in Financial Planning, Chartered Financial Planner, an associate of the Personal Finance Society and the Chartered Insurance Institute.