A different approach to financial planning

We do things differently at Carbon. We specialise in financial planning supported by investment strategies that achieve market-beating results. Investing for the future is important, but so is having fun today. We’ll show you how much you can spend on having fun each year whilst also giving you the peace of mind that you’ll never run out of money.

Our Philosophy

Latest News

22/07/2021: Carbon's Women in Finance - Felicity Jones

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Second Opinion Service

Recognising times are tough for most just now, Carbon has launched a Second Opinion Service (SoS) available free of charge until the end of 2021.

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Traditional investment management is broken. We’re here to fix it.

Investment advisers often work by gazing into crystal balls. We don’t. Instead we use science, and rigorous academic research. And we’ll always explain clearly and precisely what we think you should do with your money, and why.

How we work

Why Carbon?

Amongst the most stable elements in the periodic table, carbon comes in many forms. One of them is diamond - a material that’s remarkably strong, durable and transparent. It’s very valuable too. As is our advice.

About us

Why you can have confidence in Carbon

At Carbon, an important part of our job is to provide real peace of mind to our clients. While investing always carries risk, we can minimise the uncertainty while planning for a secure and comfortable future.

Peace of mind

Carbon Values

At Carbon, we’re a strong, dedicated team of professionals. We share a commitment to doing the very best for our clients, providing an exceptional service based on our core values.

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Who do we work with?

Our clients are just like you - business people and professionals, retired and still working. They typically come to us for advice on investment for retirement, tax planning and business-related financial matters.

About You

The next step…

It all starts with getting to know you, and for that there’s no charge, and no obligation to proceed. Once we’ve listened to your priorities and goals, we’ll help you build and implement a financial plan. And we’ll be there with ongoing advice, for as long as you want it.

How we work

Contact us today...

We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.

Chartered Standard Corp FP

Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2021
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