Know Yourself

The most important thing you will ever do is write your own life story.

With Carbon as your partner, you will be encouraged to think deeply about the kind of life you would ideally like to live. Once you have an initial blueprint in mind, we will build a highly bespoke financial plan to help you make it a reality.

A well written and executed financial plan can allay anxieties and eliminate some of those ‘3am thoughts’ that keep us awake at night.

You need to be prepared to really ‘know yourself’ and the process involves a series of deep and emotive questions. The best plans include facing your own vulnerabilities and the difficult situations life can bring.

Your relationship with your planner should be one of a coach and counsellor, an expert sounding board. At Carbon, we take the time to listen and ask you the difficult ‘what if’ questions.

As we all know, life is not always plain sailing and we can be derailed by factors beyond our control. Families and relationships can be complex; good health is not always guaranteed, both mental and physical.

We dedicate time, understanding and patience to helping both our team and our clients through the tough times and have seen first-hand how this help can be both supportive and liberating, leading to clearer minds and more confident decision making to help you enjoy a fuller, richer life.

Do not let your fears & vulnerabilities stand in the way of your dreams. We are here to help. Don’t take it from us, listen to our clients:

‘Over the years I have hugely appreciated Carbon’s help. They are always approachable and interested in not only my situation, but the bigger picture around my family and our future plans. They explain things clearly so that someone like myself can understand the complexities of investments. My planner is an invaluable support, and I feel he is a friend I can turn to for advice. I appreciate too that I am getting to know other members of the team, who are always pleasant and keen to help.’ – ES, Aberdeen

‘Always ready to listen and help. Treat us as friends in easy company’ – DD, Perth

‘Darren at Carbon has been helping us with our retirement planning, which has been a stressful journey at times. It is not easy to make the transition. Darren has been very helpful throughout and helped us to understand our options. Whenever we have had a wobble, he has clearly explained the process and how our pension investments can help us to meet our objectives. – LP, London

To write your own life story, get in touch with our team today.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice. You are recommended to seek competent professional advice before taking any action.

Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.