Recognising times are tough for most just now, Carbon’s Gordon Wilson talks about the launch of a new Second Opinion Service (SoS) available free of charge until the end of 2020.
Carbon will help you to build a high-level financial plan to check if you are still on target to meet your goals. We will also review your existing pensions and investments with a view to providing reassurance that all is well and some top tips if there are any ways you could save tax, reduce cost or improve on investment returns. If you are concerned you are taking too much risk then we can make some suggestions to reduce that too.
Get in touch with us at firstname.lastname@example.org or call 0131 220 0000 to find out more.
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
Site designed and developed by Art Department