Carl Mba's Linkedin Analytics

Carl understood the power of investing from a young age and as such, bought his first stock before he bought his first university textbook! He has been investing ever since and holds an Investment Advice Diploma from the Chartered Institute for Securities and Investment. He is also a Trustee of the Halton Citizens Advice Bureau and likes to be involved in the betterment of his local community. After 20 years of working in the corporate sector, Carl established his own financial planning business, Carl Mba Financial Planning Ltd, which is a partner firm of M&G Wealth Advice*. He is passionate about financial education for all, and helping people make good decisions when it comes to their money. He does this by conducting a detailed review of a clients situation, determining the scope of their needs, building a robust plan to achieve goals and keeping his advice simple, straightforward and jargon free. To sum it up, Carl believes in enduring client relationships based on trust, integrity and the quality of personalised advice. * Carl is qualified in financial planning and advises on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.