What we are’ is the easy question to answer but ‘what we do’ can be somewhat more complicated. Carlton Financial Planning Ltd are financial advisers who specialise in advising private clients. In other words, we focus on providing advice to individuals rather than businesses. We are as open and approachable as possible in order to help build a long and lasting relationship with our clients who rely on us for advice regarding their pensions and investment needs. 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.
