Senior Partner Practice of St. James's Place Wealth Management
Carl advises on investment, pension, inheritance tax planning and protection. He looks after corporate clients, sport professionals and individuals. He specialises in planning and implementing financial strategies after taking a holistic approach to a client’s financial situation.
Prior to joining Cooper Associates in 2009 Carl enjoyed a successful career as a professional cricketer. Most notably, Carl was in the 2005 Twenty20 winning side as Somerset beat Lancashire at the Brit Oval.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Cooper Associates Wealth Management Ltd is registered in England and Wales, Number 06890675. Registered Office: 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR.