Financial Planning and Mortgage Guidance when Divorcing with Carl Mountain
Everyone should have access to quality, sound financial advice
Qualified in long-term care planning, equity release and mortgages
Can advise across all areas of financial planning
Specialises in mortgages, protection, investment and pensions
Advise professional trustees and power of attorney
A member of The London Institute of Banking and Finance
My clients are typically professionals, company directors, entrepreneurs, sports and property professionals, although I work with clients from all walks of life as it keeps my role varied and interesting. I believe that everyone should have access to quality, sound financial advice. Outside of work, I enjoy following most sports and I am a keen footballer when given the chance.
I provide clear, concise, practical and cost effective financial advice to individuals covering mortgages/insurance/investment and pensions. I take pride in helping people understand their financial position, taking time to listen to and appreciate their goals, and then implementing the financial plans to get them there.
I have worked in financial services for over 25 years and has been advising private clients on their financial planning needs since the year 2000. I have worked with several high street and private banks as well as a national IFA firm.
It’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date.
Give me a call when you’re ready to talk about your personal financial needs.
More About Carl:
I am qualified to Diploma level, whilst also being qualified in long-term care planning, equity release and mortgages. I can advise across all areas of financial planning also advise professional trustees and power of attorneys and court deputies. I’m a member of the London Institute of Banking and Finance.
“Carl provided my other half and I a brilliant service helping us throughout our mortgage process. Every detail was taken care of and I cannot recommend his advice and help highly enough. Carl is extremely knowledgeable, not only in the mortgage and insurance sector and very approachable and without his help and Warren’s we wouldn’t be in our dream house today.”
“Carl was extremely helpful when dealing with my mortgage and life cover, especially as we were moving to a new part of the country and to a new build property. He was able to explain very clearly the different products available to us and all the benefits of the life cover, which made the whole application process so easy to complete. He kept us updated on the progress of our application every step of the way, taking the stress away from us. Carl is exactly what you need from a Financial Advisor, trustworthy and honest, plus his attention to detail and explanation of mortgages, pensions and financial investments is by far the best I have come across, and I have worked in the financial services industry for 25 years. I would highly recommend Carl to everyone, as I have already to my friends and family.”
Call me for a no-obligation chat: