Knowledgable, efficient, effective, courteous, considerate, trustworthy. Altogether a pleasure to know that they are working in our best interests.
A friendly efficient service provided by a well-informed individual with excellent administrative back-up.
Over the last two years, we have been going through a transitional period consolidating our various funds into a Carbon Wrap whilst reducing our exposure to Capital Gains Tax and future Inheritance Tax. Gordon and Matthew have advised us and now, with the transfers all completed, we look forward to at least the same success as we have had with our previous funds. It is a pity Gordon does not have the same prowess with his attempts at catching salmon.
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.
First class adviser and first class service. Would recommend him to family and friends.
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.
We appreciated the advice and assistance we received, which enabled us to make an informed decision on pension and savings.
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.
Barry O’Neill has been my Financial Advisor for several years and has been a wonderful source of knowledge and advice. Having had my own business and having retired in the last few years it has been very important that the advice I received was appropriate to my individual circumstances. Barry’s very pleasant manner means that I can ask questions to clarify things very comfortably without feeling stupid! The advice he has given me has meant that I feel confident about my investments and that he has my best interests at heart in all the plans he suggests.
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.
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