Founder & Financial Planning Director @CarbonFinancial. Chartered Financial Planner. Passionate about skiing, cycling and motor racing. Try hard at golf!
At Carbon we talk numbers all the time, but what's the most important number of all? Our Corporate Director, Mark Christie, walks you through the Carbon planning process and discusses the number that might be all-important to you.
https://t.co/53iVJy0RON
#CarbonClarity
Our Values | Our values are our guiding principles that allow us to make a positive impact.
We believe that applying these values to everything we do makes us a great partner for life.
Find out more: https://t.co/UdPNXr7MFC
#partnerforlife#financialplanning#values
Great morning of speakers and content at Scottish Family Business Conference in Glasgow. It’s very powerful hearing the family stories, challenges, legacy and success of these business. The openness of the conversation is invaluable as a business adviser. @FamilyBizPaul
Some key stats highlighting how important family businesses are to the financial success of Scotland. Looking forward to the Scottish Family Business conference on Thursday
#ScottishFamilyBusinessWeek
Not long to go now until we convene again in Glasgow and discuss all things #FamilyBusiness. Still time for you to book to join us. Great speakers. Great insights. Great value. https://t.co/wvm6x0jCgn
ARE YOU READY FOR THE TAX YEAR END? | There are a variety of ways to invest for children depending on their age and how much control the family want to have.
#partnerforlife#taxyearend#financialplanner
https://t.co/ZQDorLIV5B
Wishing all of our Scottish #familybusiness community a fabulous #ScottishFamilyBizDay today. Family firms are such an integral part of the Scottish economy and it is a pleasure to champion them all! Looking forward to a great day celebrating the sector.
Separation and divorce | When a couple separates, there can often be many questions around finances. In the first part of this series, we discuss how financial planners can ease the strain by providing answers to some of these questions.
Read Part One: https://t.co/PQS1svY0qv
Merry Christmas | We hope everyone has a wonderful Christmas this weekend and all the best for 2023 when it comes! We are looking forward to welcoming you all back into our offices in the new year.
Commitment to our clients | Carbon are pleased to announce that we have signed up to the Financial Vulnerability Charter, set up by Financial Vulnerability Taskforce.
Read more about our commitment, here: https://t.co/0piLN38oVK
#partnerforlife#financialplanning
Richie Ramsay | Carbon ambassador @RamsayGolf reflects on the highlights of 2022 and why it was a year to remember.
Read more, here: https://t.co/SxKpdAL5On
Money and emotions | We now arrive at the final part of this series. Over the last four weeks, we have used inspiration from Carl Richards to discuss re-evaluating your relationship with money.
Read the final part here: https://t.co/CqFghZkXjk
#partnerforlife#financialplanning
Budget Update | Following the chancellors budget announcement, we have taken a deep dive into what that could mean for you and your pensions.
Read more: https://t.co/P0kTQZp65A
#partnerforlife#financialplanning#pensions
Money and emotions | What do you truly value about money?
Inspired by the work of Carl Richards, our team has written a blog series, designed to start a discussion on our emotional relationship with money.
Read part two, here: https://t.co/2LK6UKgxKa
#partnerforlife
Know Yourself | "Your relationship with your planner should be one of a coach and counsellor, an expert sounding board. At Carbon, we take the time to listen and ask you the difficult ‘what if’ questions."
Read more: https://t.co/d29ApeU9vf
#partnerforlife#financialplanning