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.
This service includes:
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.
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