Mark Christie, Carbon Financial's Corporate Director, shares some of the questions he asks during the financial planning process. A financial plan changes as your life as circumstances evolve and Mark begins the process by getting to know what interests his clients have and how they like to spend their weekend. It's all part of getting to know your client and supporting them through the process.
Find out more about Mark's financial planning process here.
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.
The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2023