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Our Wealth Planners

Carl Bloomfield

Senior Wealth Planner

Qualifications:

DipFA

Biog:

I have been helping private individuals and businesses with their financial planning & wealth management in the Thames Valley and South-East England for 20 years, initially through the branches of two retail banking operations. A strategic review in 2012 resulted in a fantastic opportunity to bring together the skills I had learnt into a business that shared my view of how financial advice should be delivered and to provide the excellent level of service I always wanted to deliver. It quickly became clear that Sanlam were best placed to provide me and more importantly my clients with a long term home.

I typically help business owners, Company Directors, Professionals and their families.

Outside of work I have a young family that keeps me quite busy and my wife Helen very busy. I am also a keen sports person, I’ll have a go at most things but golf and the gym take up most of my energies these days.

Contact:

getintouch@sanlam.co.uk

Testimonials:

Carl has been advising my wife and I in connection with our financial affairs for a number of years, during which time he has provided us with an excellent level of service. He always offers very sound advice, and has assisted us in a wide range of areas, including pensions, life and critical illness cover, mortgages and investments. I am very happy to recommend him.

Partner, regional law firm

I am always very confident with the advice I receive from Carl Bloomfield, he always explores all possible opportunities before recommending any final investment or business decision. Whenever we meet, I go away self-assured, and often question myself as to why I had not discussed the particular issue with him before. For example, Inheritance Planning, something we often put off until sometimes too late, to ensure that our family ultimately benefits from our investments. I would have no hesitation in recommending Carl to friends and business acquaintances alike.

Julia Branson

Carl Bloomfield

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.