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Our Wealth Planners

Carl Drummond

Senior Wealth Planner




I'm originally from New Zealand. After completion of my degree I entered the financial Services sector as a credit analyst with UDC. I made the decision to emigrate to the United Kingdom in 2003 and qualified as a Wealth Planner in 2005, joining English Mutual (now Sanlam) in 2010.

I'm a keen sportsman with a typical antipodean’s passion for travel and live in London with Katriona and our new baby.




Carl Drummond is an exceptional Financial Planner who recently reviewed my pension, life insurance and mortgage. His advice was clear and concise and everything including how he was to be remunerated was provided in writing and totally transparent. I would recommend Carl to anyone looking to bring their finances up to date. He is an expert in his field, trustworthy and very personable.

Margarita O’Malley

I completely trust Carl’s advice with all financial matters such as pensions and investments. He is honest and shoots straight from the hip, without wasting time beating around the bush. Last year when purchasing a second property in what transpired to be a very tricky transaction, Carl’s quick thinking, initiative and efficiency ultimately saved the deal. I will be eternally grateful for his contribution that went over and above the call of duty.

Robyn Bond

Carl Drummond

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.