Carl Ward Partner - Financial Planning

Carl Ward

Carl is a Partner and Chartered Financial Planner who leads our financial planning team in the North of England. Carl advises clients on all aspects of financial planning including cash flow modelling, pensions, investments, protection, corporate and estate planning.

Experience 

Carl has been a financial planner for 26 years and has worked at a leading IFA and boutique private bank before joining the firm. Carl advises a variety of clients including business owners, where he helps them in the growth phase as well as pre and post-exit.

Work Highlights 

  • VouchedFor Top Adviser 

Accreditations/ Memberships of professional bodies

  • Fellow of the Personal Finance Society
  • Chartered Financial Planner (CII)
  • Advanced Diploma in Financial Planning (CII)
  • Pension Transfer Specialist (CII)
  • Award in Long Term Care Insurance (CII)

What our clients say

"Carl has been fantastic at providing me with a thorough and detailed plan of all my financial affairs. He has helped me to think about the many different aspects associated with savings, investment and tax planning."

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"Carl helped in so many ways. We have been a client of Carl for many years; he explained the proposed roadmap for us carefully and thoughtfully, always ensuring we fully understood the decisions we were being advised upon. Whilst the investment monies are jointly owned, Carl assessed both of our approaches to risk, and this formed the basis for our decisions. Always professional yet friendly, calm and considerate, we have enjoyed all our interactions with Carl and his team."

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