About Carl
I am a dedicated Financial Services professional with industry experience of providing financial advice to private clients and trustees since 1998. A large period of my career was spent at Lloyds Bank, both in the UK and in Jersey dealing with local private clients.
I joined Brooks Macdonald International as a result of the acquisition of Lloyds Bank in December 2020 where I dealt with clients in the Middle East and South Africa. I joined Canaccord Wealth as a result of the acquisition of Brooks Macdonald International in February 2025 and continue to provide financial advice to clients in Jersey, Middle East and South Africa.
My work related qualifications gained are CeMap, FPC 1, 2 & 3, Level 3 Certificate RO 1, 2, 4 & 6, Level 4 Diploma, J10 Discretionary Investment Management and FAIS RE5.
I am a member of CII and CISI.
When not playing golf, cricket or padel, I am also a keen volunteer, having been a voluntary crew member of the St Helier RNLI for 2 years.