15 December 2014

Winter Newsletter

Our final newsletter of the year introduces the forthcoming changes to pensions which mean we all need to rethink the part pensions play in our financial plans. Increased flexibility and accessibility, and less tax, all mean that using pension plans to save, and pass money down the generations, is firmly back on the agenda.

We also celebrate our awards successes and our near misses. Carbon made the final three for the second year running for the Chartered Financial Planner of the Year (Corporate) Award and won, for the second consecutive year, the Gold Standard for Independent Financial Advice, which was presented to us at the Houses of Parliament in November. A full page is devoted to these achievements and more.

In order to further improve the advice and service we provide to clients, we have recruited more excellent graduates and our existing team has continued to enjoy success in examinations. Read more on p4. We have also taken a new office in Rubislaw Terrace, Aberdeen which we are about to refurbish before opening early in 2015.

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.

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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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