Our Services | Savings and Investment Planning
Savings and investment planning
We will work with you to ensure your savings and investments are the engine that drives your personalised plan.
Our approach to savings
UNDERSTAND
We will sit down with you to understand what your plan needs from your existing savings and investments as well as any excess cash that you accumulate during your working life.
PLAN
We will provide a detailed plan of how your existing savings and investments can be used to achieve the goals contained within your plan.
COACH
As Rabbie Burns said “The best laid plans of mice and men often go awry” and when life’s uncertainties happen, we are there to help you navigate, to reset, to tune out the noise and stay the path to your long-term purpose.
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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