Carbon Financial Partners

Carbon Financial Partners We specialise in financial planning supported by investment strategies that achieve market-beating results. Carbon is one of them. What else sets us apart?

There are 47,500 investment advisers in Britain today, employed by 14,000 firms. Less than 3% of financial advisory firms qualify for Chartered status. This is part of what makes Carbon one of the UK’s leading financial planning practices. We adhere to the highest professional standards. Good people are at the heart of our company. Carbon has been founded by some of the most qualified, experienced

, professional and committed people in the business. Our team chose to come together to create a business based on shared core values and beliefs: independence, integrity, innovation and a determination to drive up standards of advice. We each have our own area of specialism and collaborate with others to find the best solutions for our clients. We invest in the latest technology that allows our clients to keep track of their investments online. This is supported by the highest standards of service delivery.

Over the past few months, there has been growing confusion around Cash ISAs in the UK.Headlines about possible ISA rule ...
12/06/2026

Over the past few months, there has been growing confusion around Cash ISAs in the UK.

Headlines about possible ISA rule changes, rumours of reduced tax benefits, and ongoing debate around encouraging more people to invest rather than save have understandably left many clients asking the same question:

“Should I still use a Cash ISA?”

Read our insights in our latest article here: https://carbonfinancial.co.uk/news/the-uk-cash-isa-chaos

On Saturday 16th May three of our Carbon colleagues, along with a couple of family members, hiked up hills and down dale...
11/06/2026

On Saturday 16th May three of our Carbon colleagues, along with a couple of family members, hiked up hills and down dales to take part in the Cancer Research UK 10k Big Hike in the Trossachs.

They crossed the finish line at a respectable 2 hours 29 minutes, so it shows what great company, glorious weather and stunning scenery can help you achieve!

More importantly, the team have raised over £540 so far for such an important cause.

If you would like to donate via Carbon’s donation page, the link remains open and proceeds will go to Cancer Research UK to help in their fight against Cancer: https://lnkd.in/e536UvVk

Tariffs, geopolitical tensions and elections. There’s no shortage of uncertainty in today’s headlines.History, however, ...
28/05/2026

Tariffs, geopolitical tensions and elections. There’s no shortage of uncertainty in today’s headlines.

History, however, suggests markets tell a far more consistent and reassuring story over the long term.

Read our latest blog to see why: https://carbonfinancial.co.uk/news/investing-through-uncertainty

27/05/2026

What does your life story look like?

For many of our clients, it’s not just about numbers on a page, it’s about turning years of hard work into something meaningful. Something memorable.

This postcard from the Isle of Harris says it all:
“Thanks for helping us build a financial plan to achieve our bucket list in retirement.”

That’s why we do what we do.

At Carbon Financial, we help you plan beyond the spreadsheet so you can write your own chapters filled with adventure, freedom, and the moments that matter most.

Because financial planning isn’t just about the future.

It’s about making sure you can truly enjoy it.

Calling all graduates! Are you ready to take your first step into financial services?At Carbon Financial Partners, we’re...
26/05/2026

Calling all graduates! Are you ready to take your first step into financial services?

At Carbon Financial Partners, we’re looking for ambitious individuals to join our growing team. You’ll gain hands-on experience, structured training, and full support towards professional qualifications, all within a supportive, people-focused environment.

If you’re driven, curious, and ready to learn, we’d love to hear from you.

Apply now, with your CV to: [email protected]

Last week, our team came together to support Wear It Green Day as part of Mental Health Awareness Week, raising £202 for...
22/05/2026

Last week, our team came together to support Wear It Green Day as part of Mental Health Awareness Week, raising £202 for the Mental Health Foundation and creating space to connect, reflect and recharge.

From bake sales to creative sessions, it was great to see so many colleagues getting involved.

With five trained Mental Health First Aiders and a strong focus on everyday wellbeing, we’re committed to supporting our people, because it’s often the small things that make the biggest difference.

Read more here: https://carbonfinancial.co.uk/news/supporting-mental-health-awareness-week

💚

We were delighted to be part of this year’s Bill McLaren Foundation fundraiser, an event that continues to bring people ...
20/05/2026

We were delighted to be part of this year’s Bill McLaren Foundation fundraiser, an event that continues to bring people together in celebration of his lasting legacy.

With nearly £10,000 raised on the day and the Foundation closing in on £2 million overall, the impact on young people across multiple sports is incredible to see.

From rugby legends to rising stars, it’s clear this is about much more than sport, it’s about opportunity, encouragement, and community.

A big thank you to everyone involved in making the day such a success. We’re proud to have supported the Foundation over many years.

The Bill McLaren Foundation

15/05/2026

For many clients, the hardest part of financial planning isn’t the paperwork, it’s answering the question: “How much do I need?”

In this video, Associate Director Gary Wright shares how he guides clients through this process, using practical examples to turn a complex question into a confident decision.

It’s a great insight into how thoughtful advice and clear communication can make all the difference.

🎬 Watch the video below

No one hands you a financial rulebook when you start your career.Rising living costs, student debt and saving for the fu...
13/05/2026

No one hands you a financial rulebook when you start your career.

Rising living costs, student debt and saving for the future can feel daunting, but small, consistent steps really do add up.

In our latest article, we’ve created a simple financial checklist for young professionals, covering everything from budgeting and debt to pensions and investing.

If you’re wondering where to start, this is a great first step.
Read here: https://carbonfinancial.co.uk/news/financial-checklist-for-young-professionals

Address

61 Manor Place
Edinburgh
EH37EG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Carbon Financial Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Carbon Financial Partners:

Shortcuts

Share

Category