Free Half Hour Consultation

Free Half Hour Consultation

Any perspective new client is welcome to spend half an hour with us to see whether they think we have the right credentials and experience to advise them.

For more information and to book a consultation please contact us on 01603 486800 or email us at reception@carltonfinancial.co.uk

Kevin Hardingham MSc. Dip PFS

Kevin Hardingham MSc. Dip PFS

Director & Financial Adviser

Find out more about us and the services we offer to our clients with our questions and answers section. We want to help so please contact us if you have any questions or you require further information.

Wealth Management Service

Wealth Management

Fidelity FundsNetwork

Fidelity Funds Network

Welcome to Carlton Financial Planning

Our aim is, quite simply, to be the preferred choice of financial advice for our clients.

We offer a personal but professional service and feel we can add value in helping clients find their way through the maze of financial products, funds and options that are available today.

Above all we try to be as open and approachable as possible in order to help build a long and lasting relationship with our clients.

For more information or if you have any further questions please contact us on 01603 486800 or reception@carltonfinancial.co.uk.

Money Advice Service

Money Advice Service

If you need general information on a financial matter why not visit the Money Advice Service website.

We can help with...

  • Comprehensive Financial Reviews
  • Investments
  • Pension Planning
  • Retirement Options
  • Inheritance Tax Planning
  • Life & Critical Illness Policies
  • Income Protection Plans
  • School & University Fee Planning