Carbon Financial Partners Ltd

Creating your mindmap | Carbon often help business leaders and owners, who, due to the pressures of running a business, don’t have time to think of the bigger picture or ‘what’s next’. At Carbon, we encourage them to think about their future, exploring what they need to achieve in business to allow them to live the life they want in retirement. To do this we use a mindmap. Here, Darren Lees’s talks us through an example. #financialplanning #mindmap #business

Feeling Festive | The team at Carbon is looking forward to the festive period ahead! We hope you all enjoy the Festive Season with your loved ones, whatever you have planned. #Christmas2024 #Snowman #SeasonsGreetings

The personal journey to exiting your business | If you own a successful business, succession planning and designing an exit strategy has likely entered your thoughts. Engaging with a financial planner at an early stage can help you get your head round the transition, and provide support for you, your family, and other stakeholders. https://lnkd.in/d3mN3Fak #businessowner #exit #financialplanning

Movember 2024 | This November, the Carbon Team took on Movember to raise awareness and funds for men’s health. Whether growing moustaches, racking up miles, or rallying donations, the team worked hard to help contribute to our goals of over 1,200 miles moved, £500 raised and six fantastic Mo’s. https://lnkd.in/exH_QddD #charity #awareness #Movember2024

What’s the message for your personal finances? | In the next blog in our budget series, Jonathan Young looks at the changes to Capital Gains Tax and Pensions and the messages clients should be taking from these. Read more: https://lnkd.in/deDYQ4FQ #AutumnBudget #CGT #pensions

Second Opinion Service | With recent changes as a result of the budget impacting our personal finances, now is an excellent time to consider financial planning. Our Second Opinion Service is a one-off, free, no obligation overview of your current financial position. Learn more here: https://lnkd.in/dnybi_KZ #partnerforlife #secondopinion #financialplanning

Inheritance Tax raid on pensions | In the first of our Budget 2024 blog series, Iain Harper looks at the biggest impact in the world of personal finance and how unused pensions will soon be treated on death. Read more: https://lnkd.in/eBVsX-FC #Budget2024 #pensions #tax

Movember 2024 | This November, 20 members of the Carbon Team have pledged to take part in various ways to raise money for Movember. The team efforts are well underway and if you would like to support the team and help us reach our £500 goal the donation link can be found here: https://lnkd.in/ewDK5E-r] Read more: https://lnkd.in/eKt955yf #movember #wellbeing #fundraise

International Men’s Day 2024 | This year, IMD encourages men to teach the children in their lives the values, character and responsibilities of modern man and the positive impact this can have on family, friends and colleagues. To celebrate, we asked some of Carbon’s men who their role model was growing up and why, followed by what sort of role model they would like to be seen as. Read more: https://lnkd.in/eWMGWifW #IMD2024 #rolemodel #awareness

Here is 90 seconds on what investing in the stock markets actually means from Matt Duncan: #investing #stocks #money