At Carbon, we often say that financial planning is about more than just numbers. It’s about helping people write the life story they want to live. And on World Financial Planning Day, we join a global community of over 230,000 CERTIFIED FINANCIAL PLANNER™ professionals to celebrate the power of financial planning to transform lives.
This year’s theme, “Live your today. Plan your tomorrow,” resonates deeply with our approach. It’s a reminder that financial planning isn’t just about preparing for retirement or managing investments; it’s about creating clarity, confidence, and freedom in every chapter of your life.
Why Financial Planning Matters
Research commissioned by the Financial Planning Standards Board (FPSB) shows that people who work with a financial planner experience:
At Carbon, we see this every day. Whether it’s helping a business owner prepare for a successful exit, guiding a family through inheritance planning, or supporting someone through a life transition, our role is to listen, understand, and build a plan that reflects your values and aspirations.
Your Life Story, Your Financial Plan
We begin with a blank page. What do you want the rest of your life to look like? What memories do you want to create? Think family, holidays, homes, experiences, and adventures.
Once we understand the life you'd like to lead, we help you build a financial plan that shows you how to get there. And as your story evolves, we’re here to guide you through the changes, always staying true to your narrative and purpose.
A Global Celebration of Financial Empowerment
World Financial Planning Day is part of IOSCO’s World Investor Week, running from 6-12 October. It’s a time when financial professionals around the world unite to raise awareness of the value of financial planning and the importance of working with trusted advisers who put clients first.
At Carbon, we’re proud to be part of this movement. We believe that everyone deserves the opportunity to live with financial confidence and freedom, and we’re here to help you write that story. If you’d like to learn more, contact us today: enquiries@carbonfinancial.co.uk
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.
Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.
© Carbon Financial Partners 2025
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