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Carl Atkinson

Independent Financial Adviser

I have 31 years’ of experience in sales management and as a senior financial planner and I specialise in private wealth clients particularly within the education sector.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family, in order to deliver both excellent value and quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South West


Cornwall, Devon

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