Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms. We think we can make this claim based on the quality of the team, our awards, our ethics and our professionalism.
At Carbon, the rule is to put our clients' interests first at all times. We will explain clearly what we think we can do for you, set out the benefits to you and agree a price for the work with you before we proceed. That way you can weigh up the benefits to you and the fees to be incurred, so you can make a fully informed decision about whether to proceed. Our advice should always be worth considerably more than the fees to be paid.
Carbon has credentials which few, if any, firms in the UK can match:
Carbon is an award winning firm at company and individual level.
Carbon was named ‘Investment Adviser of the Year 2013’ at the Professional Adviser Awards, as well as having the current FT Money Management 'Retirement Planner of the Year' amongst our team.
Carbon is a firm of Chartered Financial Planners which is also Accredited with the Institute of Financial Planning.
Carbon has a highly qualified team of financial planners, most of whom are Chartered and Certified Financial Planners, three of whom are Fellows of the Personal Finance Society and one who is a joint Fellow of both the Personal Finance Society and the Institute of Financial Planning.
The board has combined industry experience of over 160 years.
Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services
HQ Location
61 Manor Place
Edinburgh, EH3 7EG, GB
Keywords
FInancial PlanningInvestingTax AdviceRetirement Planningand Corporate Planning