At Carbon Financial Partners, our financial planners have met rigorous criteria relating to professional qualifications and good practice.
Whether you are building or selling a business, planning for retirement, seeking help with managing or investing your money or looking to pay less tax, Carbon is well placed to advise you.
We will work with and consult your other professional advisers to ensure that we build a solid plan for you and arrive at the best solution.
Find out more about our team here…
Specialism Working with business owners and their accountants on how best to extract hard-earned profits from their businesses in the most tax-efficient way, then protecting the value of their money once it’s out of the company or setting it to work hard for them again. Mark also seeks to protect businesses from the ‘what if’ scenarios through the considered use of shareholder, partnership and keyperson protection plans.Connect With Me > View full profile >
Specialism I have a focus on helping clients plan for and move into retirement, whatever retirement might mean to the individual, and I particularly enjoy working with families, discussing issues such as if, when and how to pass wealth down the generations.Connect With Me > View full profile >
Specialism Stephen listens to clients and helps them to identify what is important to them and then builds a robust financial plan that allows their objectives to be achieved. He has a particular interest in working with business owners, helping them to extract profits tax efficiently, protect what they have worked hard to build up and plan for their future retirement.Connect With Me > View full profile >
Specialism Providing investment advice to pre- and post-retirement clients. Having specialised in this area for many years, James understands clients’ issues and concerns at this crucial milestone in life.Connect With Me > View full profile >