2 April 2024

Culture at Carbon

‘We will always be the best we can be’ is one of Carbon’s core values and integral to our approach to the advice and service we provide. In 2023, we engaged Relationship Audits® to conduct a client and employee research initiative to gather constructive feedback and insights on how we are perceived by both our valued clientele and internal team.

The audit process involved gathering feedback through confidential surveys from both clients and team members, focusing on various aspects such as relationships, attitude, service, and overall satisfaction with the company's services and dynamics.

We are extremely proud of the words both our clients and our team chose to describe us and we would like to thank everyone who took part in the surveys for their time and input.

At Carbon we are dedicated to maintaining strong relationships with our clients and fostering a collaborative and supportive work environment for our team and the animation below highlights just some of this feedback.

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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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