In 1989 Carl joined one of the UK’s biggest insurance companies. He went on to have a successful career as a Consultant until the re-organisation of the company in 2001 resulted in redundancy. During that time he developed many of his existing relationships and he continues to provide these people with the same high level of service he has always done. Carl provided guidance to individuals and their families as well as to businesses, and, whilst working in conjunction with the Department for Education and Employment, provided many in the teaching profession with advice on their retirement planning.

Following redundancy Carl went to work for one of the world’s biggest banks. Employed as a Planning Manager, he spent time in a number of north east branches again providing financial services solutions to both individuals and businesses. In 2004 the lure of being his own boss proved too strong and he began practising as an Independent Financial Adviser based in Morpeth, Northumberland.

In 2008, Carl was invited to join the prestigious St. James's Place Partnership, which is made up of some of the most highly-regarded financial services professionals in the industry today. Now running his own business as a Chartered Financial Planner, Carl continues to build on his success, serving clients old and new. He has never lost sight of the values that he has employed over the years.