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Carl Mba Financial Planning Limited

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Carl Mba has over 20 years investment experience and a Diploma in Financial Planning.

After working for over 17 years in the telecommunications industry, Carl was delighted to establish his own financial advice business, Carl Mba Financial Planning, as a partner of M&G Wealth Advice.

Carl helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Carl provides sound, personal and expert advice.

In his spare time, Carl enjoys talking about financial education and volunteering at his local Citizens Advice Bureau. He is married with two children and lives in the North West.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Carl Mba

Carl Mba Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.