A former pupil of Galley Hill Primary School in Guisborough, Karl's career in finance began in 1995 with Yorkshire Bank. Aged 18 he quickly moved through the roles and in 1997 was entered onto the Banks' first Management Development Programme, a fast-track up the ladder in a historically 'time served' environment.
In 1999, Karl was then asked to help establish ‘Premium Banking’ in the North East; Yorkshire Bank's first steps into the High Net Worth market. This was followed by a Management Role within Premium Banking, making Karl the youngest within the Bank.
In 2005, Karl left to join RBS as a Private Banking Manager, his first regulated role as a Financial Adviser. After two successful years however, Karl's father became seriously ill and he left to take over his father’s firm, Active Financial Planners.
Karl joined Active in May 2007 with a vision to develop the firm into one that was capable of challenging the services offered by the leading national providers, leaning on the knowledge gained in the previous 12 years, yet sticking firmly to the firms local, ethical and traditional values.
During this time, Karl has lead the firm to become one of the region’s largest Independent Chartered Financial Planning firms to service the North East and Yorkshire, looking after over £400m of client assets. As a Fellow of the Institute of Directors, Karl is one of only a handful of Chartered Directors in the North East, his achievements being recognised with invitations to hold a Trustee position with local charity, the Middlesbrough and Teesside Philanthropic Foundation.
Karl puts the success down to three key factors; 'having a desire to continuously improve (whether that be as an individual or a business) and having a desire to be the very best at what they do. Finally, having the fantastic support of his family, who understand the dedication that is required to build a business.
Karl is also a fully qualified Financial Adviser and holds the Diploma in Personal Financial Services (Dip PFS, 2010) and Mortgage & Equity Release (Dip (MP & ER), 2009).Back to Profiles