We are delighted to welcome Financial Adviser, Karl Ottley to our team. He has over 30 years of financial services experience, is a fully qualified Financial Adviser and is also qualified to give advice on Long Term Care. Karl will be working with our clients in the North Staffordshire and South Cheshire area for us.
He began his career at Pearl Assurance, becoming their youngest district manager at the time. He progressed into more management and supervisory positions and was area director at both Barclays and Lloyds. In 2011 Karl moved to St James’ Place as a supervisor of partners. Five years ago, Karl took the opportunity to become a self-employed Financial Adviser, which was part of his own personal financial plan.
With the increase in bureaucracy, compliance and administration experienced throughout the financial services sector, as a lone adviser Karl recognised the benefit of joining our team at Four Oaks Financial Services. Our back-office support for our Advisers, and their clients, is second to none. We provide Karl and his colleagues in our Financial Adviser team with paraplanning, compliance, administration, appointment making and marketing.
Karl is very much a family man with traditional family values. He met his wife when he was just 14, they married at 21 and have two children, and a grand-daughter who arrived in 2017. Karl and his family love travelling. The best holiday he has been on was a tour of China. Later this year Karl and his family are planning a trip to Mauritius to celebrate a special birthday and in his spare time Karl is a big fan of Formula 1.