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PKF Francis Clark’s chartered financial planning firm, Francis Clark Financial Planning, has announced the appointment of Carl Tremlin as its newest senior financial planner.
Tremlin joins from Investec, and alongside recent senior hire Lyndon Massey, will deliver the firm’s wealth management service by providing bespoke financial planning solutions for the wealthiest clients with the most complex financial situations.
He has over 25 years of industry experience and is a fellow of both the CII and the CISI, and has also passed the STEP Certificate for Financial Services in Trusts and Estate Planning.
Tremlin said: “I am absolutely delighted to be joining such a talented team of independent financial planners. Francis Clark Financial Planning is undoubtedly one of the UK’s premier chartered financial planning firms and has always prided itself on providing both private and business clients with clear, specialist and appropriate advice.
“I am genuinely excited for the future and to play my part.”
Chris Reah, managing director of Francis Clark Financial Planning, added: “We are thrilled to be welcoming Carl to the financial planning team, where he will help us to continue to grow in the high-net-worth space. His experience in dealing with the unique planning challenges, which accompany building relationships in this area, will allow us to develop what is not widely available – truly independent advice for individuals and families.
“Carl has worked for some of the brands which dominate in this part of the industry and this perspective of what really works for clients – and what doesn’t – is invaluable. The very best talent continues to be scarce, and every great hire adds to our capability as a firm and we continue to be on the lookout for really great people.”
