Carl Hasty
Ellis Bates Financial Advisers (part of Shackleton)
Minimum savings/pensions: Over £100,000
0330 038 8942
Based in Harrogate
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2022
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
Last checked: 28 February 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
34
Recent Client Reviews
Carl has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Carl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Carl has provided information on their typical fees
Carl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Carl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
Last checked: 28 February 2025
Carl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Carl's status
34
Recent Client Reviews
Carl has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carl has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Carl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Carl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Carl has provided information on their typical fees
Carl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Carl
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carl (based on 3 first impressions)
I have worked within the financial services industry for over 14 years, beginning at HSBC where I dealt with clients personal banking and mortgages, before moving into financial planning and working my way up to becoming a Chartered Financial Planner. I advise on all aspects of financial planning using my expertise and knowledge to help my clients find answers to questions such as; how I can ensure my estate is protected when passing to future generations, have I got enough money to retire, and will my family be financially secure should anything happen to me. I value building strong relationships with my clients and helping them make informed and confident decisions, always working hard to understand what's truly important. Using cash-flow modelling we can in real-time take stock of your accrued planning to date, forecast future returns, and build a number of life and market events that are important to you. This will provide clarity as to whether your objectives are achievable through easy-to-understand visual aids. Away from work I’m very lucky to have such close family and friends, I enjoy spending time going for nice walks and bouldering. Having now finished playing football, I have started attempting to play golf which isn’t going well, although this will only drive me to become better.
Offers available through VouchedFor
Contact Carl through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Carl's clients
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