It's all about you

You’re probably better off than you think.

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.

We may tell you to spend more money now

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.

Confidence in Carbon

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.

Sign-up for our Carbon Catch-Up Newsletter.


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 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.

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 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

Client Account | Personal Finance Portal | Privacy Notice | Cookies