Introduce Us

Referring Carbon

Carbon Financial has been built on personal referrals from clients and professional services partners.

We truly appreciate the confidence and trust that clients and professional colleagues have in us when they introduce us to their family, friends, business associates and clients. We consider it an honour and treat their referrals with the highest level of attention and professionalism.

If you have someone in mind who would benefit from a conversation with us, we’d love to hear from you.

Get in touch

Referrals can be made via an introductory email to enquiries@carbonfinancial.co.uk, copying in the person you wish to refer. If you prefer to call us, then please do on 0131 220 0000.

Get in touch

Part of The Progeny Group

Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.

Learn about progeny

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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