Carleton Financial Planning Ltd
CF
Financial Advisors
Carleton Financial Planning Ltd
HAWARDEN HOUSE, Belfast BT4 3HZ
# Carleton Financial Planning Ltd
Carleton Financial Planning Ltd is an established Independent Financial Adviser based in Belfast, with over 50 years of experience guiding clients through complex financial decisions. Founded in July 1968, the firm has built its reputation on providing conscientious, professional advice tailored to individual circumstances rather than pushing standardised products.
As independent advisers, Carleton Financial Planning can draw from the whole of the market to recommend solutions that genuinely suit clients' objectives. This independence is fundamental to their approach, allowing them to leverage in-house expertise across diverse financial products without being tied to specific providers.
The firm serves individuals and business owners across all life stages, from those building wealth through to retirees. They particularly appeal to clients seeking comprehensive, long-term planning rather than transactional advice. Their client base values the personal touch and established relationships that come with a business of their longevity.
Carleton Financial Planning distinguishes itself through holistic wealth management that considers tax efficiency, protection needs and lifestyle aspirations simultaneously. Rather than addressing finances piecemeal, they help clients develop coherent strategies aligned with their specific goals. Their FCA regulation (138117) provides additional assurance of their credibility and compliance standards. For those seeking knowledgeable, independent guidance rooted in decades of local experience, Carleton Financial Planning offers a refreshingly established alternative to larger impersonal firms.
Carleton Financial Planning Ltd is an established Independent Financial Adviser based in Belfast, with over 50 years of experience guiding clients through complex financial decisions. Founded in July 1968, the firm has built its reputation on providing conscientious, professional advice tailored to individual circumstances rather than pushing standardised products.
As independent advisers, Carleton Financial Planning can draw from the whole of the market to recommend solutions that genuinely suit clients' objectives. This independence is fundamental to their approach, allowing them to leverage in-house expertise across diverse financial products without being tied to specific providers.
The firm serves individuals and business owners across all life stages, from those building wealth through to retirees. They particularly appeal to clients seeking comprehensive, long-term planning rather than transactional advice. Their client base values the personal touch and established relationships that come with a business of their longevity.
Carleton Financial Planning distinguishes itself through holistic wealth management that considers tax efficiency, protection needs and lifestyle aspirations simultaneously. Rather than addressing finances piecemeal, they help clients develop coherent strategies aligned with their specific goals. Their FCA regulation (138117) provides additional assurance of their credibility and compliance standards. For those seeking knowledgeable, independent guidance rooted in decades of local experience, Carleton Financial Planning offers a refreshingly established alternative to larger impersonal firms.
Services offered
Financial planningInvestment adviceRetirement planningProtection planningTax planningWealth managementBusiness financial planningInvestment review