20 Rubislaw Terrace
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed
Carbon Financial Partners is one of the UK's leading independent financial planning, pensions and investment advice firms. 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 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 cost of the advice so you can make a fully informed decision about whether to proceed. Our advice should be worth considerably more than the fees to be paid.
Set out below is some more information on our credentials, typical clients, costs, what makes Carbon different and how to contact us.
If you'd like to find out more or if you'd like to arrange an initial meeting, please do not hesitate to contact us.
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 ‘Adviser Firm of the Year (UK)' at the Professional Adviser Awards 2015.
Carbon is a firm of Chartered Financial Planners.
Carbon is an Accredited Firm with the Institute of Financial Planning.
Carbon has a highly qualified team of financial planners, most of whom are Chartered and Certified Financial Planners.
Four of the team are Fellows of the Personal Finance Society and one 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.
At Carbon, we employ career financial planning professionals who put the needs of the client first. Our team is motivated by creating financial plans which significantly improve our clients' financial circumstances.
When Carbon meets a new client we typically save them 30-50% in annual investment costs and we improve the expected investment return.
Our service includes determining the return you need from your investments and other assets to support your desired lifestyle and to secure your financial position as you get older. Once this has been achieved, we may encourage you to increase your standard of living, spend more, or make gifts. Most new clients who come to us are taking more risk than they need to so rather than talking up the benefits of investing we explain about how to take the minimum level of risk required to meet their objectives. In almost every case, we will be able to reduce costs, reduce tax or reduce risk and in many cases all three.
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We were put immediately at ease by your financial planner, who listened to our plans and what we wanted from our pension funds. We could not have done this on our own and we are extremely grateful for the advice and assistance received.
“I wanted to say that I came in with my partner David to see Stephen last week and we were really impressed. He was so patient with me especially who needs a little more from the explanation than David does. We have of course gone ahead with choosing Carbon as this was a more in-depth meeting and we are really pleased with the service/advice so far. Stephen is a real credit to your firm and I won't have any hesitation in recommending your firm above others. David and I feel that Carbon really does offer a superior level of service in comparison to other firms we looked at in the beginning
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