About Us...

Welcome to our website which has deliberately been kept as uncluttered as possible, whilst giving enough information about our business for you to make an informed choice as to whether you would like us to advise you on some, or all, of your financial planning arrangements.

At Carlton Financial Planning Ltd we aim to be the preferred choice of financial advice for our clients. We endeavour to be as open and approachable as possible in order to help build a long and lasting relationship with individuals who rely upon ourselves for advice regarding their pensions and investments.

We have very much a local bias with the majority of our clients living within a 15 mile radius of our office. It is by being so local, and offering a personal service, that we feel we can add value to our clients who may need help in finding their way through the many investment options that are available today.

You may notice that there is little reference to financial products on our website as we believe that there is a wealth of information available elsewhere should clients wish to undertake some background research. For example the Money Advice Service website, which was set up by the Government, is well worth a visit if you would like general information that is both clear and jargon free.

The information contained within our website will give some insight as to the process by which we advise clients and the level of on-going support you can expect as you move towards your financial goals.

Please take a few minutes to read through the other pages of our website which may answer many of your questions. However, if you have any queries or would like to discuss your particular circumstances please either call or email us and we will do our best to help you.