How we work

The traditional model of investment management is failing.

Gordon Wilson, Managing Director

We do things differently

Many people in the money business make subjective decisions and follow hunches. They keep their clients in the dark by using obscure jargon. They charge too much, and deliver too little.

Carbon is one of the UK’s leading independent financial planning firms. We’re proud of our exceptional track record, industry awards, and long list of very happy clients.

At Carbon we’re completely independent, and our advice is always impartial.

We don’t have a vested interest in recommending any particular fund or investment instrument and will always offer genuinely objective, impartial advice. We charge fair fees, and our advice should always be worth considerably more than you pay for it.

By getting to know you and your goals, we’ll work out what you need to achieve the lifestyle you want. Then we’ll devise a plan to help you get there.

BECOMING A CARBON CLIENT - THE PLANNING PROCESS

01

Getting to know you

An initial informal meeting about you and your goals. We’ll explain more about how we work and what we could help you achieve. We’ll prepare a proposal and outline our fees for the next steps.

SCHEDULE THE MEETING

There’s no charge for this.

02

The Plan

If you decide to go ahead, we’ll build a plan that maps out your projected financial future. This will be a bespoke piece of work involving about three to six weeks' of research and preparation.

We’ll carry out this service for a flat, fixed fee.

03

Implementation

A straightforward, painless process. We’ll explain all the relevant details, including potential risks and costs of any investments.

This work will be carried out for a fixed fee.

04

Ongoing advice

Your circumstances and goals will evolve over time, and changes to taxation and other legislation will impact on your finances. That’s why we provide a flexible review service, which includes annual progress meetings and unlimited face-to-face, phone and email contact with our team. We’ll explain in full detail when you take the next step - and get in touch.

Our fees are based on the value of your portfolio.

Contact us today...

We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.

Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2020
www.financial-ombudsman.org.uk

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