…Carl Mountain, Consultant.
Summarise what you do in one sentence:
I provide financial planning advice to individuals.
What does a typical work day look like for you?
I spend the day seeing clients or speaking with them on the phone or email. My role is to help them reach their individual financial planning aspirations and goals. I also liaise with my colleagues in the office to ensure that everything is running smoothly for my clients.
Describe Generation Financial Services in three words:
Honest, fair and innovative
What is your motto for life?
Treat people as you would like to be treated yourself.
If you’re not working, where can you usually be found?
At home with my family.
What’s the best way of getting in touch with you?
Mobile or email.
You can find out more about Carl and read his biography by clicking here.