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.

Our aim is to be the preferred choice of financial advice for our clients. We have very much a local bias with the majority of our clients living within a 10 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 maze of financial products that are available today.

You may notice that there is little information regarding financial products on our website and the reason for this is very simple as we do not think we can do this any better than our regulator, the Financial Services Authority (FSA). Their Consumer Financial Education Body website has lots of useful information about financial matters and is well worth a visit if you would like general information, which is both clear and free from jargon. However, this is the only website that gives details of the advice and service we offer to both existing and new clients. In other words the information contained in this website is unique to Carlton Independent Financial Advisers and hopefully presented in the same clear and concise way as we try to achieve when providing solutions to our clients’ financial planning needs.

Please take a few minutes to read through the questions and answers page as it may answer many of your questions. However, if you have any further queries please do contact us.