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

22/06/2022: Thinking of a career change? Here is what you need to consider, financially

Sign-up for our Carbon Catch-Up Newsletter.

Signup

Sign-up for our Carbon Catch-Up Newsletter

* indicates required

Carbon Financial will use the information you provide on this form to keep in touch with you and to provide updates and marketing. Please indicate below that you are happy to receive our updates in the future:

You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at alison.whyte@carbonfinancial.co.uk. We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

Second Opinion Service

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

FIND OUT MORE

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.

Discover More

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 2022
www.financial-ombudsman.org.uk

Client Account | Personal Finance Portal | Privacy Notice | Cookies

Site designed and developed by Art Department