Carl Hasty

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.