Here at Carpenter Rees, we are very proud of our team and particularly as they all share our passion for providing an excellent service to clients.
To meet growing demands and to ensure that we can continue to deliver the service that we pride ourselves on, we have recently expanded our Technical and Research team (otherwise known as Paraplanners) and would therefore like to introduce you to our two new members, Karl and Joel.
Karl is a resident audiophile – so engage him in conversation about vinyl and speaker cables at your peril! Karl tells us that he loves Paraplanning, which for him is a refreshing change after a lifetime in life offices. He enjoys meeting clients and knowing his work has a positive impact on their lives. He is currently working towards the CII Diploma in Regulated Financial Planning.
In his spare time, he can be found in the swimming pool, at HOME cinema and post-viewing socials or at a wonderful variety of gigs. He is also learning (slowly) how to play the guitar.
The newest member of Carpenter Rees and a recent arrival from Melbourne (Australia), Joel has slotted seamlessly into the Manchester way of life. A staunch City supporter, Northern Quarter aficionado; you’ll often find him down at the Nelson in Didsbury regaling the locals with tales of sun & surf.
Joel has been working in the financial planning industry since 2002 and brings a different outlook to the team at Carpenter Rees. He holds the Advanced Diploma of Financial Planning (Australia) and is currently working towards the Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII).
When not at the Nelson, he enjoys cycling, running, spending time with the family, and chasing the illusive flat white.
Karl and Joel both bring valuable skills and knowledge to Carpenter Rees …. So if you’d like to put this to the test, or just want to know more about them, please do get in touch.