On 23rd May, Carbon Financial Planners Stephen Rowntree and Richard Wadsworth will embark on a charity cycle between all four of Carbon’s offices in a lung-busting, thigh-burning journey of 230 miles over three days to raise money for a fantastic … Continued

Read Post

In Monday 5th May’s edition of The Press and Journal, Investment Director, Barry O’Neill, explained how picking a fund manager can sometimes be fraught with danger. Comparing investing to football, where even the most successful retire eventually, and most are … Continued

Read Post

In Sunday 4th May’s edition of Scotland on Sunday, financial journalist Jeff Salway wrote that ‘pension savers and investors are piling millions into seemingly cautious investment funds unaware of the risk they may be taking’. The news came after new … Continued

Read Post

Sunday 20th April proved to be yet another lovely day for the Carbon Social Cycle Club. The route this month was north and across the Forth Road Bridge, which was predictably blustery, but unpredictably busy with children in ‘onesies’. The … Continued

Read Post

As event sponsor for The Bill McLaren Foundation (BMF), we wanted to make you aware of the forthcoming charity golf day to be held over the Rosemount Course at Blairgowrie Golf Club, the venue of Bill’s famous victory over Peter … Continued

Read Post

At last the sun shone and the wind abated for the first weekend of spring, making for a great morning’s cycle for the Carbon Social Cycle Club last Sunday. Covering a little under 30 miles, the team took the cycle … Continued

Read Post

In Saturday’s edition of The Herald, journalist Helen Pridham, who is also author of five books on personal finance, claimed that experienced financial advisers are questioning how the Chancellor will be able to deliver on the pension promise he made … Continued

Read Post

Chancellor George Osborne used Wednesday’s Budget announcement to propose sweeping changes to how we access money previously locked up in pensions. From April 2015, people reaching retirement age will be able to spend money saved in a pension however they … Continued

Read Post

Read about some more sophisticated methods for mitigating an Inheritance Tax liability. Read More >

Read Post

On Friday 7th March, Carbon was proud to act as event sponsor for the Bill McLaren Foundation Voice of Rugby Dinner 2014 at Prestonfield House Hotel. It was a well-attended event, and all for a very good cause.  

Read Post