Carbon

In your 50s, the big financial questions hit. When can I slow down? Am I on track? Our new video breaks down how we help clients define their ideal retirement lifestyle, cost it, and see what needs to change to get there. Watch here: youtube.com/watch?v=SvgOeU…

At Carbon, we love a success story. Our team is here to make a meaningful impact on your life, celebrating your achievements and sharing in your aspirations every step of the way, not only as financial planners but as partners in life. Get in touch today: carbonfinancial.co.uk/contact

We were delighted to support the Bill McLaren Foundation’s annual Voice of Rugby dinner, which raised over £60,000 to help young people access the life‑changing benefits of sport. Read the highlights from this special night here: carbonfinancial.co.uk/news/essential…

Financial Planner Zoë Malpas Cullen, adds her perspective to Progeny’s latest article on the real‑life challenges women face through changing life stages, and how financial advice can offer clarity and confidence. Read the full article here: theprogenygroup.com/knowledge-hub/…

Managing Director, Gordon Wilson joined the Team Builders Podcast to share how empowering teams and focusing on the right behaviours has shaped Carbon’s growth. Listen to the episode here: podcasts.apple.com/gb/podcast/epi…

In our latest edition of The Carbon Compass, we explore steady but important shifts in tax and pensions, from changes to Scottish tax bands through to new digital requirements and ongoing pension reforms. Read more here carbonfinancial.co.uk/news/the-carbo…

Looking for a financial planner but not sure where to start? Here are the questions that make it easier. carbonfinancial.co.uk/news/essential… #FinancialPlanning #PeaceOfMind #FinancialEmpowerment

It’s the question everyone asks “How much do I need?” In our latest video, Gary Wright and Mark Christie break down why there’s no one-size-fits-all answer, and how to get clearer on your own financial goals.

In his latest blog, Carbon’s World Tour ambassador Richie Ramsay takes us back to where it all began. Now in his 19th year on Tour, Richie reflects with honesty and gratitude and we couldn’t be prouder to be part of his journey. Catch up here: carbonfinancial.co.uk/news/memories-…

How Carbon supports farming families Gary Wright and Mark Christie explore how farming families can plan effectively for both retirement and multi-generational wealth transfer without compromising the future of the business or the family.

If you’re unsure whether your financial plan still reflects your life today, we’re always happy to take a look. Our Second Opinion Service offers a relaxed, no‑obligation review, simply to help you feel clearer. Find out more: carbonfinancial.co.uk/pages/second-o…

Anchoring is a common bias that can cloud investment thinking. In this short video, we explain what it is and how focusing on long-term academic evidence instead of arbitrary price points can help you make clearer, more confident decisions.

Market “bubbles” make big headlines but they don’t need to shake your long‑term plan. Our latest article breaks down why staying disciplined matters more than the noise. Read it here: carbonfinancial.co.uk/news/headlines…

At Carbon, we begin where it matters most, visualising your ideal life. Before we talk numbers, we get to know what a fulfilling future looks like for you, because clarity is the foundation of every good plan.

In the second edition of The Carbon Compass, our new monthly news and insights round-up, we explore how a series of quiet regulatory and tax changes are shaping financial planning in 2026. Read more here: carbonfinancial.co.uk/news/the-carbo…

View our end-of-tax-year checklist here: carbonfinancial.co.uk/.../end-of-tax…... Our clients will already have had conversations with their financial planner about the actions that are right for them. In support, we offer an end of tax year checklist for anyone reviewing their own plans.

Did you know you can combine tax-free investing with “free government money” to help a child’s financial future? Read more in our latest blog: carbonfinancial.co.uk/.../tax-free-i…...

Separation and divorce aren’t just emotionally challenging, they’re financially complex too. When life feels uncertain, the question most people ask is: “Am I going to be okay?”. This video explains how we help bring clarity at a time when everything can feel overwhelming.

Carbon Financials' DP World Tour ambassador Richie Ramsay has a striking new bag in the instantly recognisable orange and black corporate colours. In his first blog of the year Richie looks back on the injury and his plans for the first few months of 2026: carbonfinancial.co.uk/news/richie-pu…

Separation or divorce isn’t just an emotional challenge, it’s a financial one too. Read our 10 essential tips to help you take control and plan for a secure future. ✅ Practical advice ✅ Clear steps ✅ Support when you need it most Click here: carbonfinancial.co.uk/news/separatio……