About Us
Carbon Financial
We are in business to help people realise the life story they have always dreamed of.
So when you achieve ‘financial success’ in whichever guise it takes, this success will be celebrated not only by you but the whole team at Carbon. It is our purpose to make a meaningful impact in your life.
We love a success story. Our team wants to make a meaningful impact on your life. Expect them to celebrate your success and live and breathe your aspirations, every day, as your financial planners and partners in life.
Our Team
LIFE
The LIFE acronym describes what you can expect from our planning team:
L – Listening:
We will actively listen to you, so we understand what is most important to you.
I – Invested:
We will be deeply committed to helping you realise the life you want to live.
F – Friendly:
We care about what we do and we care about our clients. We are approachable and there to help you.
E – Empathetic:
We understand the challenges money brings, both too much of it and too little of it. We also understand how difficult it can be to talk about money. We get it.
Friendly and place customer first. They take the stress away from financial planning and provide clear and easy to understand advice
Carbon client testimonial
Our Values
We will always be the best we can be, going the extra mile for our clients and providing the best quality advice and service. We invest heavily in training and personal development so each member of our team is supported to reach their potential.
We will always do the right thing for our clients, our team and our communities. The advice our clients receive will be no different from the advice we would give to ourselves or members of our own family.
We are free to be different, our independence means we are not constrained by industry conventions. Our plans begin with the end in mind, allowing our clients to live their dreams. We are no ordinary financial advice business.
Living our values
At Carbon, we pride ourselves over the care we take with both our clients and employees.
Extra client care
We appreciate that there are times where our clients need a bit more support. This could be to a small extent in the short term or greater assistance over a longer period.
To show our ongoing commitment, we have adopted the Financial Vulnerability Taskforce’s Charter, a set of standards created by industry experts to promote greater understanding, encourage appropriate behaviours, and establish good practice in respect of consumer vulnerability.
The FVT is an independent professional body, more information can be found here - Home | Financial Vulnerability Taskforce (fvtaskforce.com)
Team wellbeing
A key asset to any business is its staff and we want our team to feel and work at their best. When we are stressed, our brains don't work as well. It also isn’t good for our health or the quality of work we produce for clients.
The emergence of remote and hybrid working has brought a range of efficiencies but we recognise that it has never been more important to be considerate about how we communicate.
This is why we have signed up to the Mindful Business Charter, the aim of which is to remove unnecessary sources of stress and promote better mental health and wellbeing in the workplace. For info can be found here - Mindful Business Charter | Re-humanising the workplace
Carbon also has a wellbeing team, created to promote personal wellbeing within the business and offer a range of support.
Start writing the rest of your life story
Get in touch with our Financial Planners today.
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 2025
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