Carbon financial planner, Richard Wadsworth was recently asked to provide his view on the LV= personal pension fund and in particular, the simple drawdown scheme.  This scheme was created following the recent rule changes regarding income drawdown and allows clients … Continued

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FT Adviser sought the view of Carbon’s financial planner, Richard Wadsworth in a recent review of Axa Life Invest’s new drawdown policy that guarantees a minimum income for life.  Unlike other such products, Axa Life Invest claim their Secure Advantage+ product … Continued

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On the 6th April, Carbon’s Investment Director Barry O’Neill provided some commentary for a piece in The Scotsman highlighting somme potential risks and drawbacks associated with increased Isa allowances that came into play for the beginning of the 2014-15 tax … Continued

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Thanks again to everyone who came along to the ride on Sunday 22nd June.  It took us down the coast from Edinburgh to Tranent before swinging round to beautiful Pencaitland, and then along the cycle path back to Edinburgh. Fantastic … Continued

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Every four years, in the build-up to the World Cup, lots of people attempt to predict the results of the competition. Economists at Goldman Sachs, one of the world’s biggest investment banks, suggest that Brazil is the overwhelming favourite with … Continued

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Whilst the city of Leeds is gearing up for the start of the Tour de France next month, we’re already celebrating our own ‘Tour de Four’. On 23rd May, Carbon Financial Planners Stephen Rowntree and Richard Wadsworth began a charity … Continued

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We are delighted to be named as finalists in another prestigous industry awards event. This time, it’s the Retirement Planner Awards 2014 hosted by Professional Adviser. The awards ceremony will take place in London on the 11th June at Le … Continued

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On Tuesday 27th May, Carbon was proud to be the main sponsor for The Bill McLaren Foundation Golf Day at The Blairgowrie Golf Club.  As you will see from the pictures below, the players were blessed with great weather and … Continued

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On Wednesday 21st May, the FCA issued a warning to consumers advising them to ignore offers for ‘free pension reviews’. The warning comes as a result of reports that unauthorised companies are falsely contacting consumers claiming to represent the FCA. … Continued

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On Thursday 15th May, Carbon was proud to be the main sponsor for The Jamie King Uro-Oncology Fund Charity Golf Day at Royal Burgess.  As you will see from the pictures below, the players were blessed with great weather and … Continued

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