Carleton Financial Planning Ltd

Independent Financial Advisers

Authorised  and Regulated by the Financial Services Authority 138117 (FSA)

 

Carleton Financial Planning  Ltd. are a long established firm with over 45 years experience as Independent Financial Advisers, established explicitly to assist clients with all aspects of pensions, investments ( Onshore and offshore), protection, tax, financial planning & Wealth Mangement & Creation.  

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).  



Head Office:

87 Rosetta Road, Belfast, Northern Ireland, BT20 5NY

Our specialty is our Inheritance Tax Planning, Wealth Preservation and we have an in house Pensions Bureau covering all aspects of pension and retirement planning. Our regular customers particularly value our long established professional and consciencious advice.