Proper lifetime financial planning can give you the choice. “I want to go out while I still enjoy riding and am still relatively at the top.”  AP McCoy AP McCoy, generally regarded as the greatest ever jump jockey, retires at the … Continued

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In yesterday’s Press & Journal, Barry O’Neill, Investment Director at Carbon Financial Partners discusses the different types of investment approach you have to consider in today’s market.  In particular, Barry explains the increasingly topical ‘smart beta’ approach. In the article, Barry goes back to basics … Continued

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Following on from last week’s blog which featured ‘top tips’ numbers 4 and 5 for clients looking to pass money onto children, we complete this series this week with our last but by no means least tips, numbers 6 and … Continued

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Adviser Firm of the Year (UK) 2015, Carbon Financial Partners is looking to appoint a friendly, well mannered and efficient receptionist/admin assistant in our Edinburgh office. Duties to include, meeting and greeting clients, answering phones, managing meeting rooms, travel arrangements, deliveries etc. In addition, you will … Continued

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8th April 2015

New Pensions Reform

George Osborne emphasised the importance of the recent changes when he described the pensions reform in the following way, “The most fundamental reform to pensions in almost a century, giving people much greater freedom over how they access their pension … Continued

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Following on from last week’s blog which featured ‘top tips’ numbers 2 and 3 for clients looking to pass money onto children, we continue this week with tips 4 and 5, ‘Don’t give cash’ and ‘The gift of giving’. 4. … Continued

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