Areas of expertise
Audit; aerospace; manufacturing; succession planning; business advisory matters; family business.
Carl is the managing partner of Smith & Williamson’s Bristol office, with responsibility for around 190 people and for the strategic direction of the office across the South West and beyond.
Carl also acts for a wide range of entrepreneurs, SMEs and larger private and listed companies. His clients include entrepreneurial businesses in the aerospace, manufacturing, and financial services sectors. As lead relationship partner to his clients, Carl acts as the main point of contact coordinating the firm’s services and advising on business reviews, succession planning and general business advisory matters.
- Business advisor to a large family office with multiple business interests in both the UK and overseas.
- Audit partner to a number of AIM-listed companies.
- Client relationship partner on a varied portfolio of corporates and their owners, some of whom have been his clients for over 20 years.
Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW).