Carl Smith B.Com (Hons) Dip PFS

Carl joined the financial services industry in 1985 after graduating from Birmingham University with a Bachelor of Commerce degree. He has a broad range of experience across life & pensions and investments business, working originally with a large blue chip insurance company advising Independent Financial Advisers (IFA’s) before specialising in investments.

Carl joined an investment house as a Regional Sales Manager in 1997 and subsequently became Regional Sales Director with another well-known investment house in 2002.

Prior to joining Premier Wealth Management Limited, Carl was an Investment Adviser with Abbey National PLC.

He holds the Advanced Financial Planning Certificate in Taxation and Trust, Personal Investment Planning and Corporate Investment Planning which is a degree standard qualification that demonstrates an ability to deal with a more sophisticated client’s needs. He also holds the UK Society of Investment Professionals Investment Management Certificate (IMC), which is a prerequisite qualification for UK Fund Managers.

Carl regularly attends fund manager briefings with some of the top fund managers in the UK. He specialises in investment portfolio construction and tax planning.

Back to Working With Advisers