0161 937 7600
Based in Oldham
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FCA status: Certified by Firm
Karl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Karl's status
Last checked: 19 May 2025
Karl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Karl's status
Recent Client Reviews
Karl has not received any client reviews in the past 12 months
Karl has not received any reviews in the last 12 months
Karl has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Karl has not yet added their qualifications to their profile
Qualifications not yet added
Karl has not yet added their qualifications to their profile
Transparent Fees
Karl has not yet added their fees to their profile
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Karl has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Karl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Karl's status
Last checked: 19 May 2025
Karl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Karl's status
Recent Client Reviews
Karl has not received any client reviews in the past 12 months
Karl has not received any reviews in the last 12 months
Karl has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Karl has not yet added their qualifications to their profile
Qualifications not yet added
Karl has not yet added their qualifications to their profile
Transparent Fees
Karl has not yet added their fees to their profile
Fees not yet added
Karl has not yet added their fees to their profile
Karl is a seasoned financial adviser with more than 20 years' experience of providing personalised financial advice, across a range of planning needs. He is known for his client-centric approach and is passionate about demystifying the world of financial advice, in a jargon-free way. Karl currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited. Karl and his wife have three children who keep them busy with their various activities. Any spare time he gets is spent with friends and family, reading autobiographies, watching football and cricket, and listening to Elvis Presley.
£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 Karl's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Aviva Financial Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.