Authorised and Regulated by the Financial Services Authority (FSA)
Carleton Financial Planning Ltd. are a long established firm with over 40 years experience as Independent Financial Advisers, established explicitly to assist clients with all aspects of pensions, investments ( Onshore and offshore), protection, tax and financial planning.
Find out more about us, our services and our people by entering the sub pages of our web site.
Do contact us if you would like help achieving your future financial goals and objectives.
We help you:
· design your financial goals and objectives
· protect your financial assets
· build capital
· arrange future income
· save tax
Please call us today to discuss your financial planning requirements and see how we can help you fulfill your financial ambitions.
We are Independent Financial Advisers, authorised and regulated by the Financial Services Authority (FSA).
We specialise in helping people to achieve their future financial goals and objectives.
Our Head Office is in 87 Rosetta Road Belfast, Northern Ireland BT6 0LR. We have advisers in Northern Ireland that will be happy to visit you in your home or workplace.
At present, our web site is still under construction. We are making an effort to present you with our entire spectrum of offers as soon as possible. The emphasis of our site is on keeping our clients and professional introducers informed of topical issues.
In the meantime you can reach us at 028 90640090 and by fax at 028 90641122. We are looking forward to hearing from you. You can also contact us at our e-mail address: info@carletonfp.co.uk
If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help.
Our specialty is our Inheritance Tax Planning, Wealth Preservation and we have an in house Pensions Bureau covering all aspects of occupational pension and retirement planning. Our regular customers particularly value our long established proffesional and consciecious advice. Our business is located at 87 Rosetta Road, Belfast, BT6 0LR.
