Investment Director
0203 327 5417

Carl holds a Masters degree in Chemistry from Bristol University and began his career in 2007 as a trainee investment adviser at Bestinvest. After qualifying as an adviser, he transferred to the discretionary management desk as an Assistant Investment Manager. Carl joined Punter Southall Wealth (formerly Psigma Investment Management) in 2011 to assist the team and has progressed to managing client portfolios. Carl is a Chartered Fellow of the CISI and holds the CISI Diploma in Wealth Management.

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