Carl Roberts APFS

Chartered Financial Planner / Director

“I love creating clever plans which give clients peace of mind and save them loads of tax!”

I have a Law degree, and joined Wealth & Tax in 2011 after 4 years working for one of the largest property and mortgage service companies in the UK. I started here as a trainee Paraplanner – basically the ‘admin person’ who helps a Financial Adviser with non-client facing tasks – and have worked to become highly qualified as an adviser, achieving my personal Chartered Financial Planner status. I am also the Office Manager.

Outside of work, I enjoy running and have completed 2 marathons (only 44 to go to catch up with Tony!) and many half marathons. I also enjoy cycling, reading, travelling and technology.

My interest in technology plays an important part in my role at Wealth & Tax, both in terms of investment opportunities and in embracing the power of technology for the business… we are early adopters of the right technologies and tools to improve what we do for clients and enhance the services we can offer.

I’m passionate about learning and constantly strive to develop myself and the company. I love helping people achieve their goals: it’s great putting together clever planning which give clients peace of mind and saves them loads of tax!