Director/Chartered Financial Planner
Direct Dial: 01603 789966
Carl joined the Smith & Pinching Group Board in October 2018 when Smith & Pinching acquired Almary Green. He founded Almary Green in 2001 having worked previously as a senior consultant with Equitable Life. His expertise covers all areas of investments, pensions and protection for both individuals and businesses. He has a particular interest in self-invested pensions, and the flexibility they can offer. Carl holds the prestigious G60 pension qualification, and is a Chartered Financial Planner. He has also qualified as a Certified Money Coach with the Money Coaching Institute.
Carl is the recipient of the "Financial Adviser" Awards Group Pensions Adviser of the Year 2013 and at the same awards in 2014 he was "Highly Commended" in the SIPP adviser category. In the 2015 awards he was named as Overall Adviser of the Year and SIPP Adviser of the Year.
At the "Unbiased" Media Awards 2015 he was presented with the 'At Retirement' and 'Financial Adviser' of the year awards.
He was also one of the first financial advisers in the region to be accredited by the Law Society's Resolution initiative, enabling him to provide advice and services in Collaborative Law cases involving pension assets.
Carl enjoys travelling the world and all forms of water sport.