0333 241 9900

Carl Williams

DipPFS
Independent Financial Adviser

  • Free one hour initial discussion

Get to know Carl Williams

With over 18 years in the Financial Services industry, Carl was also employed by Lloyds Banking Group for 17 years - with 8 years of this service within the Private Banking arm of Lloyds, providing an ongoing Relationship Service to a bank of over 300 clients. He then decided to move into Independent Advice as he felt that offering Restricted Advice, such as that which High Street Banks tend to offer, limits client options and therefore does not really adhere to the 'Treating Clients Fairly' mantra which is a significant factor in providing financial advice. Carl believes that building relationships with clients and providing an ongoing service has helped him become a trusted adviser and has resulted in many clients happily referring their friends and family.

Flying Colours Life Verified

At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.

Flying Colours Validated IFA

What Carl's clients say...

Carl went beyond helpful when changing mine and my husbands pension. Carl was very helpful and didn't put us under no pressure. Would highly recommend.

P Sutton

I found Carl Williams to be professional, friendly and absolutely working on my agenda. His down to earth yet charming personality shone through. His interest in my health genuine and certainly not like other advisors who are more concerned in putting coin into their own pockets than working to support me. A great service from a great professional advisor and fellow.

B Marshall