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Carlos Perez

Financial Planning Consultant DipPFS in London

A little bit about Carlos

I have over a decade of experience in financial services, including roles in auditing, treasury, and business consultancy. My passion lies in helping clients achieve their financial goals through bespoke, holistic planning. Specialising in retirement planning, investment advice, and tax-efficient strategies, I am committed to empowering individuals and families to build and protect their wealth.

Fluent in English, Spanish, Italian, and Portuguese, I love to connect with people from diverse backgrounds. Based in London, I offer virtual and in-person consultations for added convenience. My mission is to provide peace of mind by creating tailored plans that help clients leave a meaningful legacy.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Carlos' location

London
United Kingdom

Carlos is based in London and offers expert financial advice to suit your needs.

Originally from Venezuela, I’ve always had a deep connection to the UK, rooted in my British heritage through my grandfather. My passion for the culture and opportunities brought me here, where I pursued an MBA and worked in the hospitality industry as a chef, manager and business consultant.

This unique journey has given me invaluable experience in client service by creating tailored solutions to meet individual and business needs. Helping others has always been a natural calling for me. I find immense fulfilment in supporting family, friends, and colleagues to achieve better outcomes - whether by offering advice, listening during challenging times, or simply being a reliable point of reference. Financial planning allows me to extend this passion to my clients, helping them navigate complex decisions with trust and clear communication. I approach financial planning much like a personal trainer - providing guidance, encouragement, and a structured plan to help clients achieve their goals. I find great satisfaction in empowering individuals to see things differently and take charge of their financial futures with confidence.

Outside of work, my love for cooking remains strong, exploring new cuisines and cultures through travel is a constant source of inspiration for me. I also enjoy staying active and working out, which helps me connect with clients who value a balanced and fulfilling lifestyle.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 15 January 2025.