Carl Mba Financial Planning Limited

Carl Mba has over 20 years investment experience and a Diploma in Financial Planning.

After working for over 17 years in the telecommunications industry, Carl was delighted to establish his own financial advice business, Carl Mba Financial Planning, as a partner of M&G Advice.

Carl helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Carl provides sound, personal and expert advice.

In his spare time, Carl enjoys talking about financial education and volunteering at his local Citizens Advice Bureau. He is married with two children and lives in the North West.