KH

Karl Horsfield

Head Of Wealth Management Advice at Age Partnership

Karl Horsfield has a diverse work experience in the financial industry. Karl currently serves as the Head of Wealth Management Advice at Age Partnership, where they have been since September 2021. Prior to this, Karl held the position of Advice Manager at Age Partnership from January 2020 to September 2021. Karl also worked as a Financial Advisor at Age Partnership from February 2017 to September 2021.

Before joining Age Partnership, Karl worked as a Financial Adviser at Tudor Financial Consultants from September 2014 to February 2017. Karl also gained experience as a Financial Adviser at Strutt and Nightingale from June 2013 to September 2014.

Karl's earlier work experience includes serving as a Financial Planning Manager at AXA Wealth from October 2011 to May 2013. During this role, they provided tailored financial advice to clients and addressed their needs throughout their financial life-cycle.

Additionally, Karl worked as a Financial Adviser at Cooperative Insurance Services from May 2010 to October 2011.

Karl's career began at Welcome Financial Services Ltd, where they held the position of Branch Manager from January 2002 to May 2010. Karl achieved significant successes in this role, including delivering record period results for the branch and turning it into the best-performing branch in the division.

Overall, Karl Horsfield has extensive experience in the financial industry, with a focus on wealth management, financial planning, and advisory roles.

Karl Horsfield has a BTEC National Diploma in Business and Finance from Selby College. Prior to that, they completed their GCSE from Selby High School. The specific years of enrollment for both schools are not mentioned.

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Timeline

  • Head Of Wealth Management Advice

    September, 2021 - present

  • Advice Manager

    January, 2020

  • Financial Advisor

    February, 2017

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