David Pearl  DipPFS
David Pearl DipPFS, Managing Director
Tel. 01787 310664
Email. enquiriescarterpearl.co.uk
Having initially gained valuable business experience and technical qualifications whilst in the employment of Norwich Union (now Aviva), David left to join an established consumer facing financial advisory brokerage based in Suffolk during 1984.
After a few successful years, he then embarked upon establishing his own company Carter Pearl Limited in May 1986. With the valuable support of non executive directors, the new financial advisory business was launched to the general public.
David’s key responsibilities and senior management functions as an FCA approved person include Investment Adviser, Compliance and Money Laundering oversight.
Today, together with the expert assistance of his colleagues Louise and Nina, as a team they now successfully manage hundreds of client’s bespoke investment portfolios across the stock markets of the world.
When David is not working, he enjoys spending time socialising with his family and friends. He also thoroughly enjoys countryside and coastal walks. David likes to keep fit and attends weekly gym classes and plays tennis all year round.
Louise Palmer
Louise Palmer, Office Manager & Personal Assistant
Tel. 01787 310664
Email. enquiriescarterpearl.co.uk
Louise joined Carter Pearl in 2011 as Office Manager and Personal Assistant to the Managing Director, David Pearl.
In the Office Manager role, Louise is first point of contact, dealing with correspondence and phone calls from clients, investment companies and the general public, and is responsible for all aspects of clerical and administrative duties to ensure the smooth running of the firm. Louise is also the administrator for the Transact online trading platform.
As Personal Assistant, her duties include managing the diary for meetings, appointments and all communications and correspondence.
Away from work, Louise plays tennis, watches most sports and enjoys spending time with her family and friends.
Nina Ford
Nina Ford, Office Administrator
Tel. 01787 310664
Email. enquiriescarterpearl.co.uk
Nina is our Administrator at Carter Pearl and covers the position of Personal Assistant, when Louise is on annual leave.
Since joining in 2020, Nina’s specific role is to prepare our client’s Annual Investment Review Statements and assist in greeting new clients with enquiries for new business.
Nina has a long career in the Administration field, coupled with award winning customer service skills which she gained working within the aviation industry.
Outside of work she enjoys socialising, keeping fit, floristry and relishes the occasional light aircraft lesson.