Carl has worked within the Financial Services industry for the past 10 years originally at HSBC Bank where he developed a good knowledge of financial products and wrappers. Carl thoroughly enjoyed this and began working towards his qualifications to become a Financial Planner, and now on course to becoming Chartered in the near future.
Away from work Carl plays for his local football team, Alwoodley FC, which he has been a part of for over 10 years. Carl particularly likes spending time with his close friends & family and visiting different places around the world, experiencing other cultures. In particular he enjoyed New Zealand and Malaysia because the people were so friendly and have many traditional values.
ABOUT ELLIS BATES
Ellis Bates is a privately owned, independent financial planning company (IFA). As one of the longest established IFA firms operating in the UK, we provide individuals, families and corporate clients with financial solutions that you can trust. Our business was founded by Peter Bates and Grant Ellis, who, 35 years on, still have a significant presence on the Board.
Whether you’re looking for a robust financial solution, investment advice or simply aren’t sure what to do about a specific financial matter, we’re here to help you.