


Carl Mba Financial Planning Email Formats
Financial Services • Liverpool, England, United Kingdom • 1-10 Employees
Key Contact at Carl Mba Financial Planning
Carl Mba
Director
Company overview
| Headquarters | Liverpool, England, United Kingdom |
| NAICS | 52 |
| Keywords | Investment Advice, Retirement Income, Pension Advice, Inheritance Planning, Protection Advice |
| Founded | 2023 |
| Employees | 1-10 |
About Carl Mba Financial Planning
Carl Mba Financial Planning Limited is an appointed representative of M&G Wealth Advice. We’ve aligned to M&G Wealth because they share our sense of integrity and are also committed to inclusion, something we are passionate about. As a result of this partnership, we can offer a range of Prudential products as well as those from carefully selected providers. This is known as restricted advice. We appreciate that every client situation is unique and although we are very comfortable talking about money, you may not be. So, we take a very relaxed approach to finding out about your specific situation in a sensitive and empathetic way. During our initial meetings, we’ll uncover what’s important to you and from there, we’ll create a bespoke plan that will help you meet your goals... and don't worry, along the way, we'll keep things simple and straightforward. No one is going to try and bamboozle you with unnecessary jargon!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Carl Mba Financial Planning has never raised funding before.
Frequently asked questions
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