Karl Horsfield
About Karl Horsfield
Karl Horsfield serves as the Head of Wealth Management Advice at Age Partnership, where he has worked since 2021. With over 30 years of experience in the Banking and Financial Services sector, he has held various roles that emphasize his expertise in financial advisory and management.
Current Role at Age Partnership
Karl Horsfield serves as the Head of Wealth Management Advice at Age Partnership, a position he has held since 2021. In this role, he focuses on delivering strategic financial advice while enhancing the organization's capabilities within a highly regulated industry. His leadership is characterized by a commitment to achieving results and fostering a culture of compliance and excellence.
Previous Experience at Age Partnership
Before becoming Head of Wealth Management Advice, Karl Horsfield worked at Age Partnership in various capacities. He served as a Financial Advisor from 2017 to 2021, where he provided tailored financial solutions to clients. Additionally, he held the position of Advice Manager from 2020 to 2021, overseeing advisory services and ensuring quality in client interactions.
Career Background in Financial Services
Karl Horsfield has over 30 years of experience in the Banking and Financial Services sector. His career includes significant roles such as Branch Manager at Welcome Financial Services Ltd from 2002 to 2010 and Financial Planning Manager at AXA Wealth from 2011 to 2013. His extensive experience encompasses branch management, sales leadership, and national training, contributing to his expertise in the industry.
Education and Qualifications
Karl Horsfield studied at Selby College, where he achieved a BTEC National Diploma in Business and Finance. He also attended Selby High School, earning his GCSE qualifications. His educational background provides a solid foundation for his career in financial services, equipping him with essential knowledge and skills.
Skills and Competencies
Karl possesses strong communication skills, which enable him to operate effectively at all levels within an organization. His ability to convey complex financial concepts clearly supports his roles in advisory and management positions. His track record reflects a commitment to enhancing organizational capability while navigating the complexities of a regulated industry.