Testimonials

LA

I really just wanted take some time out to e-mail to say hello and to thank you and the team for keeping us all updated during these uncertain times.

SF

A friendly efficient service provided by a well-informed individual with excellent administrative back-up.

EM

I’ve found Barry’s communications, both verbal and written, very clear and professional. Always helpful and has had a clear understanding of my needs and concerns. I really appreciate not being pressurised at all to invest with Carbon.

HHM

During several meetings at Carbon’s offices in Perth and Edinburgh both my wife and I received excellent advice and, more importantly, guidance through the process. Following each meeting, we also received the relevant information and documents as promised. Dates were set at each meeting for the follow-up meeting to ensure a seamless process. Excellent communication throughout the process which was delivered in a very professional manner which made us feel very confident with the decisions we made.

MP

I became a client of Carbon on recommendation in 2014, with no real idea of future planning, but a number of pensions and a flourishing small business. After an initial consultation I was suddenly awoken to the vital importance of planning my finances for the future, and over the years since, I have seen my investments safely managed and growing steadily. More importantly though, I now have a much better understanding of my financial position, and on the way I have been able to make significant purchases that I never dreamed would ever be within my reach - a Maserati sports car is now bought and paid for in my garage, and I feel confident that my financial future is secure and in safe hands. Future planning can be daunting, it was for me, but the knowledge and skills of the Carbon team, calmly, patiently and professionally delivered in frequent meetings, would lead me to believe it is essential, and I would highly recommend Carbon to anyone who is wondering if advice might be useful for them.

EK

It’s hard to believe that seven years ago you began to help me during a most difficult part of my life. I’m very happy now in my wee house. Love my garden too.

Your help and advice has been invaluable.

SW

I use Carbon because you work for them. You are good at explaining things and always seem to have a good understanding of my affairs.

You always reply very quickly and always say you are available for a chat if required. It has been so reassuring to have your good advice.

I feel you have a really good understanding of our family. I always look forward to and enjoy our meetings and I think of you as not just an adviser but a family friend.