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

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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

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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

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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

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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

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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

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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

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  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

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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

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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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