Recent Carbon intern Anurag Rai reflects on his time with the team I recall my first day at Carbon, three weeks ago, sitting in an elegant meeting room, custom-designed to reflect the brand and its core value: ‘To be the … Continued

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26th June 2018

What clients value most

According to a new survey, only ten per cent of Britons currently have a financial adviser. Aegon polled more than 900 people and found that 47% make financial decisions on their own and 40% make decisions with their partner or … Continued

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Investors, and indeed financial professionals and commentators, are often confused by the fact that Vanguard provides actively-managed funds. Vanguard is, of course, virtually synonymous with passive investing. It was Vanguard’s founder, Jack Bogle, who launched the first index fund for … Continued

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A Carbon Financial Partners team led the field to claim the honours at the annual Bill McLaren Foundation Golf Day held at sun-kissed Blairgowrie Golf Club. The Foundation established to support grassroots rugby and other sports in memory of the … Continued

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RICHIE Ramsay has long forgotten how many golf courses he has played around the world as an amateur and long-time member of the European Tour. We invited him to list his top three favourites. It was a tough task but … Continued

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Interest in ethical investing has grown significantly over the last few years. Ethical investors want to see a good financial return, but they also want to invest in a way that, in some small way, helps to make the world … Continued

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BLAIRGOWRIE Golf Club hosted a new, high profile junior golf tournament on the Scottish calendar. The team at Carbon Financial Partners were delighted to play our part in the success of the inaugural event. The three-day “Barrie Douglas Scottish Junior … Continued

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Let’s face it, bonds are a pretty boring asset class. The stock market is far more exciting. It’s where the biggest returns are found and the real money is made. It’s also what the financial media tends to focus on. … Continued

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Having someone challenge what we say can be an uncomfortable experience. But sometimes it’s exactly what we need. Working with a financial planner is a good example. Financial planners are not there just to carry out your instructions; it’s their … Continued

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  “You’re dealing with a lot of silly people in the marketplace; it’s like a great big casino and everyone else is boozing. If you can stick with Pepsi, you should be OK.” – Warren Buffett Sage advice from the … Continued

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