Carl Rich

Chartered Financial Planner & Fellow of the Pfs @Goals Based Financial Planning

Norwich, GB

I apply the art and science of financial planning to help business owners turn years of hard work into lasting personal and financial freedom.We work with clients who are building, scaling, or exiting their business. Providing the clarity, strategy, and support needed to align business success with personal aspirations. This goes beyond the numbers; it’s about defining what freedom looks like for you and crafting a bespoke plan to achieve it.Our proprietary Larder, Fridge & Freezer™ methodology ensures every pound has a purpose. Balancing immediate needs, future goals, and long-term security. By collaborating with other professional advisers, such as accountants and solicitors, we deliver a holistic approach that evolves as life and markets change.Ultimately, my goal is simple: to help you build financial freedom from your business success so you can live the life you want with confidence, control, and clarity.

University of Derby

BA (Hons), Financial Economics