Our Services | Second Opinion Service

What is our second opinion service?

Whether you are thinking of switching from an existing adviser or completely new to financial planning, sometimes you just want to get a better understanding of what you have before fully committing to become a Carbon client.

This is where our Second Opinion Service lies, as a one-off free review of your current financials, with no obligations.

What's included?

This service includes:

An understanding of where you are now, where you hope to get to and how far along the track you are to achieving this.
A clear view of your path towards your financial goals.
A greater understanding of the efficiency of your existing investments and pensions from a risk/reward point of view.
An understanding of the cost of your existing investments and pensions.
A clear traffic light system summary to show you the areas you are on track with and the areas that need further work.

What you get?

At the end of this process we’ll arrive at one of two conclusions;

1. You are in great shape and no work needs to be done. You leave reassured and with peace of mind.

2. We identify some areas where you could do better in terms of costs, mitigating risk, saving tax or in terms of investment performance or suitability.

Get in touch

Get a clear view of your finances with no obligations.

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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