Carbon Financial Partners is on the move to new offices in the city, relocating from Atholl Place to Robertson House at Whitefriars Business Park.
The business was set up in the Fair City 11 years ago and it now has more than 900 clients and offices in Aberdeen, Edinburgh, Glasgow and London.
Managing director Gordon Wilson is determined to ensure Perth remains at the centre of the expanding network.
Mr Wilson said: “It’s a great location and the business park has attracted a number of local, regional, and national businesses.
“Our new offices are easily accessible with parking for clients.
“While we have expanded over the last 11 years and now employ 45 members of staff, Perth remains at the heart of the business.”
Gordon Wilson set up the business alongside Barry O’Neill, Mark Christie and Shireen Fernie in 2011.
Put faith in long-term investment
Meanwhile, the firm is urging clients to back a long-term investment plan amid uncertainty caused by the war in Ukraine.
The firm’s managing director, Gordon Wilson, said the war in Ukraine is having a worldwide effect.
He said: “The horrific war in Ukraine is currently impacting certain sectors of the global economy.
“Once again we find ourselves reminding clients to put their faith in a long-term investment strategy.”
Mr Wilson said his reassurance in long-term strategies echoes the advice he gave just over two years ago at the beginning of the Covid-19 pandemic.
He said: “We had to make sure our clients were looked after.
“We sought to reassure clients and remind them investing was for the long-term and to stay the course.
“We were confident the markets would recover, just as they did with catastrophic events like 9/11 and the banking crisis.
Mr Wilson said the recovery from the pandemic was “remarkably swift.”
And he is urging customers to show faith in a long-term plan.
“We find ourselves reminding clients to put their faith in a long-term investment strategy,” he added.
Perth still key for financial planning firm
He said the firm’s turnover has grown from £1 million in the first year to five times that.
Despite its expansion, Perth remains at the heart of the business.
And despite a move to home working during the pandemic, the office environment remains important.
Mr Wilson added: “The majority of our clients are still served from the Perth office.
“While Zoom and Teams are fine, I don’t think you can beat a face-to-face meeting when important and far-reaching financial decisions need to be made.
“We also believe younger team members especially miss out in terms of personal development if they are always working from home.
Please get in touch with our Perth team.
We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.
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.
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