Carl Hasty

Chartered Financial Planner

t: 01423 724 492​
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.

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.

I will be speaking at our next webinar “Building, Protecting & Passing on Your Wealth” from our Winter Webinar Series. This webinar is ideal for Business Owners and Directors. Please join me and sign up today.

Start your financial journey with Carl

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