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Carl Turner

International Financial Planning & Wealth Management

Welcome,

I’m Carl Turner and you can get to know me better in the video below. I specialise in helping people with an international lifestyle manage their money and protect their wealth.

Here’s what sets me apart:

  • Global ExperienceWith more than 18 years of hands-on experience in international finance, I bring a deep understanding of all aspects of international personal financial planning.
  • International QualificationsI am equipped with advanced financial qualifications recognised globally, assuring you of my competency and commitment to professional standards.
  • Regulated PracticeOperating under the regulatory frameworks of multiple jurisdictions worldwide, I adhere to the highest levels of ethical standards and professional conduct.
  • IndependenceAs an independent financial advisor, I am committed to providing unbiased advice and solutions tailored specifically to your unique financial goals and circumstances.
  • Dependable PartnerI believe in fostering long-term relationships with my clients, built on mutual trust and respect, and am dedicated to being a reliable partner working for your financial success.

If you’re seeking a reliable financial professional who can navigate the complexities of global markets to help you thrive financially, you’ve come to the right place.

Meet Carl Turner

Empowering
your financial Journey

A complete toolkit to protect, manage and grow your wealth

For expatriates and global citizens, navigating the financial landscape can often feel overwhelming. However, you can turn these complexities into opportunities with the proper guidance and a tailored toolkit. I provide my clients with extensive knowledge and resources designed to address an international lifestyle’s unique challenges and benefits. Together, we’ll chart a course towards financial success, simplifying the complex to reach your financial goals.

Who I help

My clients have global lifestyles and cross-border financial interests requiring diligent management to navigate their multi-jurisdictional challenges and take advantage of the opportunities of an international lifestyle.

Executive & Entrepreneurs

Engineers & Project Managers

International Retirees

Individuals & Families

Family Wealth & Trust Funds

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What my clients say

Testimonial – Richard Gahagan

Carl has advised my family over the past 5 years on our investments, savings and insurances and helped us understand what was available to us as an expat in Thailand and what was the most suitable for our current and future circumstances. He regularly advises and updates us on on various aspects of our financial planning and those opportunities that present themselves to grow our wealth and ensure our retirement plans are appropriate. I would recommend Carl to anyone wanted quality advice on their financial planning options while staying in Asia.

Richard Gahagan
Managing Director, Krones Pacific and Krones New Zealand

Testimonial – Oli Thompson

Carl’s services are exemplary. For expats with complicated financial arrangements Carl offers clear and practical advice to ease the anxiety of long term financial planning. I now have a solid plan for the future thanks to Carl’s expertise. Highly recommended!

Oli Thompson
Production: Documentary Series, Netflix

Testimonial – Robert Fallon

Carl advised me on how to maximise my UK pension benefits whilst living and working in the USA and gave me very useful advice. He is very knowledgeable in his field, and very easy to talk with.
I would highly recommend Carl to anyone who needs international financial and pension related advice.

Robert Fallon
Clay Modeling manager at Lucid Motors

Testimonial – Gina Maria Singh

I have been a client with Carl for over 10 years, three countries, four continents. To say that Carl’s judgement and support is invaluable is an understatement. He is excellent in making you consider your goals and objectives in a realistic manner.

Gina Maria Singh
Head of Operations, RIF Europe

Testimonial – James Allen

Carl was great to work with. He managed to take the complex setup of my UK pensions and expat status and explain my options in simple terms. Despite there being no upside for Carl in the outcome of his analysis he took the time to also give advice for the future and also what to consider for my 401Ks.

I was very impressed with Carl’s communication, knowledge and approach that I have recommended him to several colleagues.

James Allen
Director, BPO Technical Services

Testimonial – Fornillo Giuseppe

I am absolutely satisfied with Carl service and advice since 2010. It has been a pleasure to work with a financial adviser who understand the needs of the clients. Professional, ethical and caring demeanour elicits my trust and respect and I happy to recommend his services

Fornillo Giuseppe
General Manager, Le Meridien Suvarnanhumi Bangkok Golf Resort & Spa

Testimonial – Sharon Commins

Carl is meticulous in ensuring that I’m kept up to date with anything related to my financial planning with regular check ins. He’s able to explain things simply, clearly and concisely and has been especially supportive in helping me navigate through a change of career and the financial impacts that may have and that I might need to consider so would definitely recommend to anyone needing financial planning services.

Sharon Commins
Consultant Director & Business Owner

Testimonial – Matteo Marinelli

Carl has been advising me on my investments and savings for over 5 years. I would recommend Carl to expatriates who want advice on where to save internationally but not tied to their current location. It has been great dealing with him.

Matteo Marinelli
Fullerton CEO and Board Member

Testimonial – Alejandro Saiz

Carl has been advising me on my financial planning for over 14 years now and is in regular contact with me. We have had regular reviews regarding my financial planning since starting working together and I am happy with the performance and the strategy in place. I would recommend Carl to help people with their investment planning needs.

Alejandro Saiz
Computational Astrophysicist

Testimonial – Anshuman Saikia

Carl is an excellent financial advisory professional and is the best that I have personally worked with over the last 15 years. Not only is he able to provide options when queried or requested for, but also proactively has made excellent suggestions on financial advisory options which has further supported my ability to take firm decisions related to these options. I have also had an excellent working relationship because of his affability. I hope to continue to benefit from my interactions with Carl.

Anshuman Saikia
Regional Portfolio Manager, International Union for Conservation of Nature

Testimonial – Minarwan

I’ve been working with Carl for over 5 years on my pension and saving plans. He has extensive knowledge of various equity markets and financial management. As a consultant, he is proactive to provide investment updates to his clients. I would be happy to recommend Carl’s financial services to anyone.

Minarwan
Exploration Geologist, Conrad Asia Energy

Testimonial – Ikram Andrabi

Carl clearly explained the charges and fees when helping arrange my investments. He has done everything he said he would and I’d recommend him to anyone who wants honest, straight forward advice on complex multi country and multi jurisdiction financial planning.

Ikram Andrabi
Contracts & Procurment, Oil & Gas

Testimonial – Kevork Baboyan

I am pleased with Carl’s service. He has advised me on all aspects of my financial planning and keeps in touch on a regular basis with regular reviews. I would recommend Carl to anyone who wants to build a long term working relationship with a financial advisor to help them achieve their goals.

Kevork Baboyan
Governance and Public Finance Management Specialist. United Nations Development Programme

Testimonial – Marunga Manda

Carl did a great job of taking over our financial plan that had been performing poorly for a while. He took the time to explain, in simple terms, the options available to us and advise us on the way forward based on a research-driven process. The process helped bring clarity to my wife and me regarding our investment options in light of our risk-profile. Carl has done a tremendous job and he has put our plan back on track. He applies a personalized approach that we greatly appreciate.

Marunga Manda
Senior Advisor, USAID

Testimonial – Christopher Waddington

I met Carl through one of my colleagues while I was working in Thailand. He advised me on my UK pension and investments, which I have followed. I would recommend anyone to work with Carl who would like independent advice.

Christopher Waddington
Operations Manager, Helical Technology

Testimonial – Neil McGuigan

I met Carl through a work colleague who recommended him to manage my pension. He has manage my investments over the past few years and has kept in touch on a regular basis by sending me the valuations on a monthly basis and in person. I would recommend Carl to anyone who would like their existing pension and financial planning reviewing’

Neil McGuigan
Regional Trainer, RMA Automotive

Testimonial – Johannes Visser

Over the past 8 years Carl has been managing my investments and providing financial advice on the markets and concerning pensions. He has been in contact regularly, updates me on market changes and provides feedback on my investments and advised me on several items that ensured a secured good financial future on items like inheritance, will, pension scheme and investment strategy taking into account the ever changing market challenges. I can recommend him to anyone looking for a dedicated financial advisor with a personal touch.

Johannes Visser
Technical Team Manager, Chevron

Testimonial – Nuwan D. Rezel

I have been a client of Carl’s for over 10 years and he provided me with ongoing advice during this time, even though I have moved location. He is in contact on a monthly basis with up to date valuations and market updates. I would recommend Carl to expats who would like advice on how to make the most out of their savings, even if they may move location

Nuwan D. Rezel
Director of People & Culture, Global Greengrants Fund

Testimonial – Roberto Barletta

Carl has advised me on my investments over the past 9 years and is in contact on a regular basis. I would happily recommend Carl’s financial planning to others and have done in the past.

Roberto Barletta
Chief Operational Officer, Wesii

Testimonial – Mike Emson

I met with Carl over 10 years ago and he has advised myself and my wife on our pension and savings plans. Carl is extremely professional and is committed to update us on a regular basis and also comes to visit for reviews. Whilst nothing can be guaranteed with investments, I am very pleased to see the regular growth in our funds under his advice. I would recommend Carl to expats who would like to make the most of their time overseas and save for their future.

Mike Emson
Operations Director, Saint-Gobain Interior Solutions

Testimonial – Glenn Nichols

I have been working with Carl now for over 10 years and he has advised me on all aspects of my financial planning. We have met on various occasions and now I have relocated he keeps in touch via email and phone call on a regular basis. I have recommended Carl to others in the past and would recommend Carl to expats looking for advice on their financial planning. Easy to talk to and he explains everything very clearly, it’s a pleasure to do business with him.

Glenn Nichols
Operations Superintendent, Husky Energy

Testimonial – Thomas Moons

I met Carl in Myanmar and have been working with him for my financial planning ever since. I am now in a different location but we still keep in touch on a regular basis with updates on my portfolio by email. I would recommend Carl to anyone who may move locations on a regular basis and still want portable international investment and savings advice

Thomas Moons
General Manager, La Residencia

Testimonial – Wye Yee Yong

I have been working with Carl for over 12 years now and during this time, moved in and out of Asia. Carl still keeps in touch on a regular basis on Skype and email and continues to provide investment advice and support. I appreciate his flexibility in accommodating my schedule and his prompt responses to my requests for support.

Wye Yee Yong
Operations Coordinator, Medair

Testimonial – Guy Calcagno

I have been a client of Carl and Infinity now for 9 years. He provides me with regular updates on the valuations. I would recommend him to expats who would like help with regular savings and investments while overseas.

Guy Calcagno
Strategic Consultant & Multiple Directorships

Testimonial – Nicholas Bravery

Carl has been my financial advisor for 12 years now. My investments are still being managed and I would recommend Carl to anyone wanting independent advice on their savings or pensions.

Nicholas Bravery
Founder & Technical Director, Red Sky Digital Group

Testimonial – Carl Wilkinson

I started working with Carl while I was working for Adidas in Germany. He advised me on various aspects of my financial planning and still does to this day. I would recommend Carl to expats who are looking for help with planning for their future goals with easy to understand advice

Carl Wilkinson
Owner & Director, Locol Design Consultancy

Testimonial – Krishna Krishnamurthy

Carl has been providing financial advice to myself and my wife for 8 years now. He has shown great knowledge when assessing our financial planning needs. Although we have now moved away from Asia we still keep in regular contact by email and online meetings. The service levels have remained at a high standard throughout the time we have been working together.

Krishna Krishnamurthy
Climate and Vulnerability Analyst

Testimonial – Jerker Olofsson

I have been working with Carl for over 11 years now. Even though I have moved locations he still updates me and manages the investments. I would recommend Carl to anyone who isn’t certain where they will move to as the investments are international and portable.

Jerker Olofsson
Chief Sales Officer, Polarium

Testimonial – Paul Jeffery

Thank you Carl for all the help you gave me advice on my uk pension,explaining the options and adivising on how to increease my pension income. I would recommend.

Paul Jeffery 
Director, Asia Pacific at DAI

 

Testimonial – Ikenna Chigbo

I met Carl through a colleague of mine and after initially hesitating due to previous experiences with financial advisers, I reluctantly agreed to work with him on an existing plan. It turned out to be a very good decision. Carl took over my existing plan and helped get it back on track. He took out time to meet me in person every quarter to review the plan and make changes if required. He is an epitome of what your dream financial adviser should be. Lyn (his personal assistant) was also great, providing prompt administrative support where required. Thanks Carl and Lyn, you guys are a great!

Ikenna Chigbo
Business Owner, IceVolt Green Energy Services

Testimonial – Jim Preen

My wife and I started working with Carl while we were expats living in Thailand. He helped enormously with our investment and pension planning. Although we no longer live in Asia, Carl still keeps us updated on a regular basis. I would recommend Carl to all expats who need advice on their investments and savings. He is not a typical pushy financial adviser, is easy to talk to, keeps appointments and is entirely professional.

Jim Preen
Crisis Management Specialist

Testimonial – Andrew Hartley

Carl helped take over the management of my underperforming investment and got it back on track. Even though I have moved locations, Carl still keeps in touch and helps me with my financial planning for my savings and investments.

Andrew Hartley
Assistant Vice President, Banyan Tree Hotels & Resorts

Testimonial – Lee Sheridan

I have been a client of Carl’s for 8 years now and would recommend him to others who are living and working overseas and are looking for international advice and a global perspective on their savings and investments.

Lee Sheridan
Responsible Tourism Specialist, LuxDev

Testimonial – Tyran Powell

Carl has been outstanding, I’ve worked with Carl for a number years now, first meeting in Bangkok back in 2015 and still working together even after I moved to Australia.
He has advised me on various areas of my planning and we are in regular contact for reviews.

Tyran Powell
Pyser Motor Group

Testimonial – Robert Fallon

Carl advised me on how to maximise my UK pension benefits whilst living and working in the USA and gave me very useful advice. He is very knowledgeable in his field, and very easy to talk with.
I would highly recommend Carl to anyone who needs international financial and pension related advice.

Robert Fallon
Clay Modeling Manager, Lucid Motors

Testimonial – Jair Parada

Carl is a well researched and educated financial advisor. He takes time to visit the clients and get to know them. He is well informed of the markets and he is able to advice the client well. I appreciate from Carl, that he takes the time to visit his clients and understand our needs, so the recommendation is meaningful.

Jair Parada
Senior Director of Finance, ADRA International

Testimonial – David Sutton

I have no hesitation in recommending Carl Turner as a financial advisor. I’ve been working with him for several years now. He helped me to transfer my UK pension fund to a self invested personal pension (SIPP) and has been advising me on its performance ever since. We keep in regular contact and he ensures that I am adequately informed. I’m very happy with the advice and service he provides.

David Sutton

Testimonial – Andreas Rubin

I have worked with Carl to transfer my UK pension. He is very knowledgeable in this area which I felt was a complicated process. He still provides me with regular market updates through his podcasts which I find very informative and interesting. I would recommend Carl to anyone who would like to engage with a financial advisor or receive regular market updates.

Andreas Rubin
Pilot/Captain, Susi Air

Testimonial – Lee McHugh

I took out a pension when I lived in the UK at the age of 21 and now live in the USA.
I’d pretty much forgotten about it until Carl got in touch. He painstakingly managed to find all the details, went to the trouble of changing my address and gave me an updated amount.
Carl is very meticulous in his action and I would highly recommend using him, especially if you are an expat like me.

Lee McHugh
Absolute Results – Regional Manager USA

Testimonial – Daryoush Leicy

Carl has advised me on my UK pension KBR Halliburton Final Salary pension. He explained the pros and cons of looking at a transfer and advised me that it was in my best interest to leave the pension where it is within the defined benefit plan. Carl spent many hours assessing my situation and his honest advice was much appreciated. I would recommend Carl to anyone who would like unbiased advice with the client’s best interest at heart.

Daryoush Leicy
Process Safety at Shell

Testimonial – Marunga Manda

Carl did a great job of taking over our financial plan that had been performing poorly for a while. He took the time to explain, in simple terms, the options available to us and advise us on the way forward based on a research-driven process. Carl has done a tremendous job and he has put our plan back on track. He applies a personalised approach that we greatly appreciate.

Marunga Manda
Strategic Planning, USAID/Indonesia

Testimonial – David Sutton

I have no hesitation in recommending Carl Turner as a financial advisor. I’ve been working with him for several years now. He helped me to transfer my UK pension fund to a self invested personal pension (SIPP) and has been advising me on its performance ever since. We keep in regular contact and he ensures that I am adequately informed. I’m very happy with the advice and service he provides.

David Sutton
Semi Retired Freelancer

Testimonial – Katrina Meller

I completed my international internship program with Carl in Bangkok. He had time to help me learn more about financial planning and gave me advice on how to persue a career in the industry and how to service client’s needs.

Katrina Meller
Junior Financial Analyst, Astra Zeneca

Testimonial – John E

Carl helped me review my options for my final salary UK pension. It was easy to discuss with him and I very much appreciated his advice, which was to leave my pension where it is. If you want honest advice then I recommend taking to Carl.

John E

A Globally Regulated
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W1 Investment Group

Carl Turner Financial Success is part of of Financial Services Network (FSN), providing our clients access to a global network of first class, fully licenced and regulated financial product providers.

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