Current Role
Karl joined the team in April of 2022 and in January 2024 achieved the Diploma in Regulated Financial Planning progressing through the ranks to his current role as a Paraplanner for one of our senior financial advisers Jon Melvill.
Previous Experience
Karl is a recent graduate having obtained his BA Finance and Investment degree at Coventry University. After various internships within the financial services sector, Karl decided on Wealth Management as his career path.
Outside of work, Karl is a Semi-Professional Footballer for Cranfield United. A football fanatic, Karl is either playing or watching the sport at whatever chance he gets.
