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Karl Baker

Senior Financial Consultant

07860 803 993

Southport

Karl Baker is a senior financial consultant within the wealth management team.

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As a financial planner Karl invests time in getting to know clients and understanding what matters to them. Once goals and concerns have been identified, Karl is able to create a plan to assist his clients in achieving their ambitions and appeasing any concerns they may have.

Experience

Working with a variety of clients, Karl has experience working with people in retirement, self-employed people, professionals and Trustees.

Karl joined the Napthens team in January 2020 having joined Ludlow Wealth management in 2013. He graduated from University with a BA Hons. He began his career as a financial planning assistant and progressed to advising clients after completing training and professional examinations with Ludlow.

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