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Financial Planning & Wealth Management For Executives & Entrepreneurs
Hello and thank you for showing interest in my financial advisory services. I’m Carl Turner, a professional financial advisor with almost two decades of experience in crafting bespoke financial plans designed to meet the needs and goals of my clients.
I primarily work with expats and internationally mobile professionals, helping them navigate the complexities of their diverse financial landscapes. Their financial success is my ultimate goal.
Whether you’re focusing on investment growth, boosting your savings or plotting your journey to a secure retirement, every piece of advice I provide is tailored to promote your prosperity and financial well-being.
Building a fruitful professional relationship requires mutual trust and respect – elements that naturally form over time. A comprehensive due diligence process is a critical first step in this journey, fostering confidence and establishing a robust foundation for our partnership.
I appreciate your interest in collaborating with me. I have prepared a document outlining my credentials, principles, and financial management approach to aid in your evaluation. If you are interested in working with me, it will provide you with a thorough insight into my operations and the services I offer.
Thank you for considering me as your financial partner. I look forward to helping you on your journey to financial success.
How I help
These are some of the typical ways I help executives and entrepreneurs with their financial planning
Personalise Financial Planning & Wealth Management
A holistic service of advice, recommendations, management & administration.
Cross-Border Planning And Advice
Pensions
Asset & Investment Management
Providing access to global investment opportunities, diversified regulated portfolios & assisting with the management of financial risk.
Facilitation & Problem Solving
Providing access to my network of global professionals and discreet assistance with a wide range of personal and family issues.
Case study
Comprehensive Financial Planning For A Global CEO
Client Background
My client is the British CEO of a multinational company’s regional office based in Hong Kong. His wife and teenage children are well-travelled expatriates following his previous postings in Europe and the Middle East.
The Challenge
This client had a patchwork of previous financial planning, including an ISA, previous investments and life insurance but had lost touch with his previous advisor and was not working on a financial plan.
The main issues we tackled were:
- Unclear retirement goals and timeline
- No will in place, risking the family’s future security
- Inefficient management of various assets, including pensions, ISAs, and shares
- Busy schedule with limited time to manage personal financial matters.
How I helped
- Helped establish wills to secure the family’s future and avoid potential guardianship issues
- Assisted in defining retirement goals, including desired location and timeline
- Utilised cashflow forecasting software to analyse the family’s current financial situation and plan for the future
- Developed a 10-year sprint to accelerate retirement by optimising savings and asset allocation
- Restructured old pensions and consolidated assets for more effective management
- Handled various financial tasks, such as managing old shares, ISAs, and pensions, to free up the client’s time
- Provided full online access to all assets, with regular monthly updates for easy monitoring.
The Outcome
- Retired earlier than expected after 9 years, with a voluntary redundancy package.
- Purchased a holiday home in Portugal and became UK tax residents.
- Implemented efficient tax strategies to minimise income and capital gains tax.
- Maintained regular contact for ongoing financial support and problem-solving.
Today
This client has achieved financial success. We have built a trusted and ongoing relationship which extended through referrals to other members of his family. We are in regular contact and I continue to assist on a full range of personal, financial and other professional issues.
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