Carl Saunders

Areas of expertise

Personal financial planning including pensions and retirement; investments; cash flow planning.

Experience

Carl has worked in financial services since 2012. He is a Chartered Financial Planner with a focus on helping his clients establish their financial goals and building a plan to help achieve them.

He advises clients across a wide range of areas.

Notable client work and achievements

The Sheikh Bowl prize from The North Downs Insurance Institute in 2018 (Presented to the member who most meritoriously completes the Diploma in Financial Planning).

Professional qualifications and memberships

Chartered Financial Planner