# Carlton Financial Planning Ltd

Carlton Financial Planning Ltd is an independent financial advisory firm based in Norwich that provides personalised guidance to clients navigating the complex landscape of modern financial products and investment options. The business serves individuals seeking professional yet approachable financial advice, with a particular focus on building long-term client relationships.

The firm specialises in comprehensive financial planning across multiple life stages and circumstances. Their expertise encompasses investment portfolio management, pension planning and optimisation of retirement options, inheritance tax mitigation strategies, and protection through life and critical illness insurance. They also provide specialist advice on long-term care fee planning and education funding for school and university fees.

What sets Carlton Financial Planning apart is their commitment to accessibility and transparency. They offer all prospective clients a complimentary half-hour consultation, allowing individuals to assess whether the firm's credentials and experience align with their needs before committing to a paid advisory relationship. This no-pressure approach reflects their philosophy of building trust through openness and professional competence.

Rather than relying on generic solutions, Carlton Financial Planning takes time to understand each client's unique circumstances and objectives. Their holistic approach addresses financial planning across multiple domains simultaneously, helping clients see how different elements—pensions, investments, insurance and tax planning—interconnect. This integrated perspective enables clients to make informed decisions about their financial futures with confidence and clarity.