Carlton Financial Solutions

read moreWe are Independent Financial Advisers (IFA) and Chartered Financial Planners providing personalised advice to individuals and companies. We believe in building client relationships for the long-term, guiding you through the stages of wealth accumulation and protection with a plan, helping you meet your financial objectives and bringing you closer to reaching your main life ambitions. You are likely to be over 50 and have between 10-15 years still to go until your selected retirement date (SRD) or the age when you can draw down.

read moreWe believe in building client relationships for the long term and guiding you through the stages of accumulation of wealth and protection of this. We build a plan of how to get through all the stages of life so you can meet your financial objectives and ambitions. All we expect from you in return is a commitment that should you have any questions pertaining to your finances, we expect to be the first choice as financial adviser. We would like to contact you about products and services we think you may be interested in.

read moreIt seems of little use to you to work so hard at building wealth and then not be able to enjoy the fruits of your labour. Therefore, we will combine the different investment options, such as Isa's, bank and savings accounts and investment products to ensure that as your known needs for the money come to the fore, you can access at ease. We will also look to ensure that emergencies and unforeseen events are catered for. We want you to know our involvement in the balancing of risk and the potential return of your money are in line with your expectations and look to build in reviews with you to amend as your needs and wishes change.

read moreIt is not just for the ultra-wealthy; it is also for those who are starting to receive or generate increasing wealth and do not want to lose it. There are many options to Wealth Management that draw on nice attractive products and services, when which combined, create a firm foundation to build and protect one's wealth. At the same time some of you will have more complex needs and increased wealth, whether it is through an inheritance or good financial planning. If it is the latter, through our advice process, we will have been steadily building all your nest eggs and protecting what you are building up.

read moreThrough our expert analysis and risk management, we will build all of your plans into a sensible approach to how you wish to retire. Many of us are working longer or more flexibly, legislation and options are always changing. Our role is to help you understand your options as you build up to retirement, whether it is years away or less than 10 years, to ensure you build your nest eggs up in the right way. Furthermore, if you're looking to support yourself in later life, you might want to consider releasing tax free income from your home with equity release.