Our Associate Director, Matt Duncan, discusses the importance of taking time to think about your finances during this lockdown. By asking a few simple questions you can quickly create a clear picture of what your financial future might look like.
Matt discusses the importance of a bucket list.
Matt asks you to consider your cost of living and take the time to review expenditure before making a plan.
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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