29th December 2014
Barry O’Neill contributes to an interesting article about ‘Closet Trackers’ in The Scotsman
Carbon’s Investment Director, Barry O’Neill is quoted in a very interesting article in today’s edition of The Scotsman. Jeff Salway’s article highlights why some financial investment firms have recently come under fire for overcharging ordinary investors and pension savers, basically for … Continued
Read Post23rd December 2014
You have helped to make Christmas a little brighter…
As you may know, Carbon has been taking part in the Cash for Kids Mission Christmas 2014 Appeal by appointing our Perth and Edinburgh Offices as official Mission Christmas Drop-Off Points. We had a fantastic response, and our gift collection … Continued
Read Post15th December 2014
Winter Newsletter
Our final newsletter of the year introduces the forthcoming changes to pensions which mean we all need to rethink the part pensions play in our financial plans. Increased flexibility and accessibility, and less tax, all mean that using pension plans … Continued
Read Post9th December 2014
Carbon Shortlisted in Professional Adviser Awards 2015
We are delighted to announce that we have once again been shortlisted in the Professional Adviser Awards. Following on from last year’s success, we have been shortlisted in the Adviser Firm of the Year for Scotland and Northern Ireland. The … Continued
Read Post8th December 2014
The Autumn Statement
There were no major shocks during the Chancellor’s Autumn Statement this year but some welcome changes to the current pension and ISA ‘death tax’ system which open up fantastic inheritance tax planning opportunities. Effective financial planning, however, will be more … Continued
Read Post3rd December 2014
If winning was easy, everyone would take Gold…
Carbon is delighted to announce that for the second year in a row, it has won the coveted ‘Gold Standard for Independent Financial Advice’. Managing Director, Gordon Wilson, was presented with the award by Jonathan Evans MP at the House … Continued
Read Post2nd December 2014
We’re thinking inside the box this Christmas…
If you’ve been in our Edinburgh or Perth office in the last week you may have noticed the large boxes in our reception areas. The boxes are there because we are supporting Mission Christmas 2014 and we invite you to … Continued
Read Post10th November 2014
Carbon MD Gordon Wilson on the John Beattie Radio Show
Gordon Wilson was recently interviewed live on Radio Scotland with John Beattie and Agnes Stevenson about the new pensions freedoms, set to be introduced in April 2015. From April 2015, if you are over 55 you will be able … Continued
Read Post23rd October 2014
Carbon recognised among ‘best of the best’
Carbon was recently recognised as a finalist in the ‘Accredited Financial Planning Firm of the Year’ award at the Institute of Financial Planning (IFP) Conference at Celtic Manor. Only Accredited Financial Planning Firms are eligible to apply and the award is … Continued
Read Post10th October 2014
Not quite as safe as houses
Amanda Downie, Financial Planner at Carbon Financial Partners was recently asked to comment on an article by Jeff Salway in Scotland on Sunday. The article, which appeared in the paper on Sunday 28th September, was prompted by George Osborne’s announcement … Continued
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