28 July 2016

Carbon announced as finalist for MoneyAge Financial Adviser of the Year Award 2016

We are delighted to announce that Carbon has been shortlisted for the MoneyAge Financial Adviser of the Year Award 2016 (medium to large firm). It sits on the shortlist alongside six other leading UK financial advisory firms; Chase de Vere, deVere UK, Hargreaves Lansdown, Intelligent Pensions, Origen Financial Services and Tenet Group.

The winner of the award will be announced at an Awards Gala Dinner and Ceremony on 13 October 2016.

On hearing of the nomination, Managing Director Gordon Wilson said:

“We are thrilled. The MoneyAge award resonates particularly strongly with us as it aims to recognise a firm which ‘shows a true understanding of the advice market and puts the client at the heart of everything it does’. This is exactly what we do. We are honoured to sit alongside some of the most respected names in the industry.”

The nomination follows Carbon’s other recent wins, including: the Gold Standard for Independent Financial Advice 2015 (held three years in a row), ‘Chartered Financial Planners of the Year 2015’ (Personal Finance Society) and ‘Adviser Firm of the Year UK 2015’ (Professional Adviser Awards).

The MoneyAge Awards are supported by the CII, The National Skills Set Academy, The Society of Mortgage Professionals and The Personal Finance Society. They celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space.

They honour the banks, building societies, savings and investment providers, mortgage companies and personal finance specialists that have proved themselves ahead of the game in the field of consumer finance with their product provision, innovation, focus on value and customer service.

We are proud to have been shortlisted as a winner on these criteria.

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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.

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