News

< all news
23 December 2015

December 2015 Newsletter

The final Carbon newsletter of 2015 is now available. In this edition, Carbon’s Investment Director, Barry O’Neill, explores the topic of ‘volatility’ and highlights the need to accept the ups and downs of markets when investing. Barry also explains why making changes to your portfolio is fraught with danger, as buying or selling on the wrong day could cost you a fortune. He then rounds-up with some good advice to help you navigate your investment journey in order to reach your destination incurring minimum stress.

We also celebrate our awards successes. The biggest achievement of the year was being named Chartered Financial Planners of the Year 2015. It was the third consecutive year we have been a finalist, so it was great to also be the winner.

Earlier in the Year, Carbon was named ‘Adviser Firm of the Year (UK) 2015’ at the Professional Adviser Awards in London, and for the third year in a row we have been awarded the ‘Gold Standard for Independent Financial Advice’. You can read full details about the awards in the newsletter.

We have had an exceptionally busy year on all fronts with some excellent exam passes by our Graduate Trainees and Paraplanners, and some additions to the team. You can read all about this in the Office News on p2.

You can read the latest Newsletter here.

If you would like to receive future editions of our newsletter by post, or digitally, please complete our newsletter registration form here.

Finally, we would like to wish you a very Happy Christmas and a healthy and prosperous New Year.

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.

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.

© Carbon Financial Partners 2025
www.financial-ombudsman.org.uk

Client Account | Personal Finance Portal | Privacy Notice | Cookies | Careers