Carl Reitel

Financial Planner

carl.reitel@colfinancial.co.uk

07777 390023

Important details

Qualifications FCA Register

On the job

Carl focuses on retirement planning, public sector pension schemes, investment strategy, and inheritance tax planning — supporting individuals and families who want clarity about their financial future.

He works closely with clients to create structured, long-term plans designed to preserve wealth, support intergenerational goals, and provide confidence at every stage of life. His approach is grounded in clarity, simple planning, and helping clients make informed, hassle-free decisions.

Off the clock

Family plays a central role in Carl’s life. Outside of work, he enjoys cycling, camping trips with his son, and making the most of the outdoors.

He is actively involved in football, coaching and supporting his children, and regularly contributes to school events — valuing teamwork, community, and the discipline that sport and family life bring.

Spotlight questions

My proudest moment as a financial planner was:

Translating complex financial matters into clear, easily understandable guidance that allows clients to make confident decisions.

The three things I love most about my job are:

Helping my clients achieve their financial goals, turning complex financial situations into clear, practical plans, and hearing their feedback and appreciation when my guidance makes a real difference in their lives.

If you could have dinner with any historical figure, who would it be?

Bruce Lee. I admire his dedication, discipline, and philosophy, and I would love the chance to hear his insights on mindset, personal growth, and overcoming challenges firsthand.

If you could master any skill instantly, what would it be?

I’d love to be able to play the piano and enjoy the simple pleasure of making music.

What’s a destination still on your bucket list?

A destination still on my bucket list is Japan. I’m fascinated by its culture, traditions, and natural beauty, and I would love to experience it firsthand.

What’s a film or TV series you never get tired of watching?

Breaking Bad.

What’s a fun fact about you that surprises people?

I am a leader at an Estonian Summer Camp every year, and I speak a little bit of Estonian!

Your team

The people behind your financial journey

We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.

Meet your team