We are Financial Planners

Our team answer life's big financial questions.

How do I achieve the financial freedom to retire? If I sell my business, what do I need from it? How do I fulfil all those meaningful items on my 'bucket list'? What should I do to help out my children? What kind of legacy will I leave behind, and how do I ensure it goes to the right people and causes? To name but a few.

The answer to each of those questions will be as unique as the person asking it. Every question we answer is aimed at helping you achieve your ambitions in life.

That is why we are in business, to help people build the personal financial plans required to write the life story they dream of.

I have been positively astonished by the level of support provided by a financial planning firm.

Carbon client testimonial

Writing your life story

So often when people think about the future it is with a sense of foreboding, but we make writing your life story a personal and exciting journey, that allows you to dream about what your future might hold.

Our team will help you articulate what your life journey looks like, through our financial planning we will then map out how you get from where you are to where you want to be.

As with all stories, unexpected twists and turns will be thrown at you on your path to financial freedom. By working with our team on an ongoing basis we can create a lifetime cashflow plan, but, most importantly, we will act as your trusted adviser every step of the way and will help you adjust your plans and keep you on the path towards those dreams.

Top rated team

As evidenced by client feedback, we are first choice Financial Planners.

2022 Client Listening Survey: 477 clients completed the survey.

Overall score of 9.1 out of 10 across five categories: Relationship, Attitude, Delivery, Added value and Recommendation.

Best performing KPIs:

  • Likelihood of being with Carbon in 12 months: 9.5/10
  • Understanding your needs and attitude to risk: 9.4/10
  • Chemistry and working relationship with planner: 9.3/10
  • Quality and skills of your adviser: 9.3/10
  • Accessibility: 9.3/10

Knowledgeable, efficient, effective, courteous, considerate, trustworthy. Altogether a pleasure.

Carbon client testimonial

Experienced Financial Planners

We have a team of 17 Financial Planners based throughout Scotland and in London.

Twelve of our team are Chartered Financial Planners and seven of these are Fellows of the Personal Finance Society.

As only one in four advisers in the UK are Chartered and one in 50 are Fellows, you can be confident you are being advised by some of the most qualified planners in our profession.

Second opinion service

A one-off free review of your current financials, with no obligations.

We’ll review your current financial plans, investments and pensions within the context of where you are trying to get to, without it costing you a penny.

I have been able to make significant purchases that I never dreamed would ever be within my reach.

Carbon client testimonial

Carbon news and insights

Put the kettle on and explore our news and some of the topics we have been writing about recently.

Start writing the rest of your life story

Get in touch with our Financial Planners today.

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Part of The Progeny Group

Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.

Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.

Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.

© Carbon Financial Partners 2024

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