Carl Hasty
Chartered Financial Planner
DipPFS
e: carl.hasty@ellisbates.com
t: 01423 724 492
m: 07821 109 700
I have worked within the financial services industry for over 14 years, beginning at HSBC where I dealt with clients personal banking and mortgages, before moving into financial planning and working my way up to becoming a Chartered Financial Planner. I joined Ellis Bates in 2018.
I advise on all aspects of financial planning using my expertise and knowledge to help my clients find answers to questions such as how I can ensure my estate is protected when passing to future generations, have I got enough money to retire, and will my family be financially secure should anything happen to me.
I value building strong relationships with my clients and helping them make informed and confident decisions, always working hard to understand what’s truly important.
Using cash-flow modelling we can in real-time take stock of your accrued planning to date, forecast future returns, and build a number of life and market events that are important to you. This will provide clarity as to whether your objectives are achievable through easy-to-understand visual aids.
I work alongside the Equity Release, Protection and Wills and Trusts teams to offer you expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our in-house independent Investment Team, who research, analyse and offer first class multi faceted investment propositions, with an extensive range of strategies to suit all risk appetites.
Away from work I’m very lucky to have such close family and friends, I enjoy spending time going for nice walks and bouldering. Having now finished playing football, I have started attempting to play golf which isn’t going well, although this will only drive me to become better.
