Carl McColgan

Areas of expertise

Integrated financial planning & wealth management for families and business owners

Experience

Carl has over 30 years experience in providing advice to a broad range of families and business owners in structuring their long term financial planning.
He works closely with tax, legal & investment management professionals to ensure that all elements, including their business wealth is considered when providing advice and planning solutions.

Notable client work and achievements

Carl was involved in setting up a financial planning business in 2000 as a director and shareholder which achieved a successful exit in 2006 via a trade sale.
Carl is a Trustee of the William and Frances Dobie Charitable Foundation which supports musical students at the Royal Northern College of Music (RNCM) along with other charities.

Professional qualifications and memberships

BSc (Hons) from Queens University Belfast
Masters in Wealth Management
Diploma in Trust & Estate Planning (Dip TEP)