Our Services | Retirement Planning
Retirement planning
We will help you realise the retirement you want, on your terms. This may be to stop as soon as you can, it may be a staggered retirement.
Our approach to retirement
UNDERSTAND
We take time to understand the cost of your future plans so we can then identify how much you need, and when, in order to achieve these.
PLAN
We include all of your assets and income streams when planning your retirement. We will ensure they are held and drawn efficiently during retirement, leaving more for you to spend on the things you enjoy.
COACH
By providing peace of mind that you are not going to run out of money we can proactively encourage you to spend more of your wealth on yourself, your loved ones and the causes that are important to you.
Introduce us
Carbon has been built on strong client relationships and the personal and professional referrals which flow from these.
If you think we could help you or someone you know then we’d love to hear from you.
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.
© Carbon Financial Partners 2024
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