Carlos Perez

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

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.

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.