Karl Baker

Summary

As a financial planner Karl invests time in getting to know clients and understanding what matters to them. He believes that building a strong trusting relationship is the cornerstone in being able to provide quality advice. 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. Karl aims to provide financial peace of mind so his clients can spend their time doing what they enjoy.

Specialisms

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

Background

Karl joined the Napthens team in January 2020 having joined Ludlow Wealth Management in 2013 after graduating 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.  Karl lives in Southport with his wife and son.

Memberships and Awards

Karl holds a Diploma in Regulated Financial Planning and is also a member of both the Chartered Insurance Institute and the Personal Finance Society.

Napthens Wealth Management Ltd is an appointed representative of Ludlow Wealth Management Group Limited which is authorised and regulated by the Financial Conduct Authority.