Knowledgeable, efficient, effective, courteous, considerate, trustworthy. Altogether a pleasure to know that they are working in our best interests.

“I feel better having talked things through and you are a great listener as well as adviser”. AM, Edinburgh

“James has been very helpful and taken time to understand my needs, goals and attitude to risk.  He explained Carbon’s services and clarified aspects of the investments we discussed so that I felt confident that my finances would be well … Continued

“I wanted to say that I came in with my partner David to see Stephen last week and we were really impressed. He was so patient with me especially who needs a little more from the explanation than David does. … Continued

“I have to deal with a number of wealth managers, IFA’s and similar as part of my working life and so I see lots of different behaviours. One of the biggest things which attracted me to Carbon was the fact … Continued

“We were put immediately at ease by your financial planner, who listened to our plans and what we wanted from our pension funds. We could not have done this on our own and we are extremely grateful for the advice … Continued

“Very good service – always supportive of my aspirations – excellent.”

“We were extremely impressed by the time taken to explain things in layman’s terms. Professionalism and expertise were second to none. Excellent service provided by all.”

“The pleasant and cheerful welcome I received from all your staff from reception to management was memorable. You seem to run a very happy and efficient ship and that is a rare thing these days, so well done and thank … Continued

“I appreciate the personal service with no pressure to invest in anything I’m not entirely happy with. I would have no hesitation in recommending you.”