Experience has shown that most of our clients are closer to achieving their long-term financial goals than they know. Perhaps it’s because most of us spend the first few decades of business or professional life working hard to afford the lifestyle we want. By the time we get into a more comfortable position - perhaps with paid-off mortgages, successful businesses or professional careers, and independent, grown-up children - it almost comes as a surprise.
When we design a plan for you, we’ll take into account what you’ll need for the future and what you’d like to do in the meantime. If that means early retirement, buying a second home or helping children with a deposit on a property, we’ll assess your options, then establish what you can afford to spend while still investing enough for the future. Time and again, we’ve been able to delight our clients by telling them they can go out and spend more than they thought.
At Carbon we specialise in strategy that works, and provides peace of mind. There’s an element of uncertainty in all investment, but we’ll establish your attitude to risk and create a plan that makes you feel comfortable. As time goes by, our ongoing advice can help you tweak or restructure your plan, to reflect life changes or new legislation.
We have a track record and credentials that few UK firms can match. As a firm, Carbon has Chartered Financial Planners status, and most of our planners have individual Chartered or Certified Financial Planner accreditation. Our board has combined experience of over 125 years in financial planning and investment, and we’ve won multiple industry awards for our work.
All this adds up to solid assurance that you and your money are in safe hands.
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
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 2024