Carlton Smith Private Wealth

At Carlton Smith Private Wealth, we are dedicated to helping individuals and businesses achieve their financial goals. For over two decades, our team of experienced and highly trained financial advisors has been providing expert guidance and personalized support to help clients create a secure and prosperous financial future.

Our Purpose

Our purpose is to empower individuals and businesses to make informed decisions about their financial well-being, ensuring they are well-prepared for the future. We believe that financial security is not just about accumulating wealth, but also about living a fulfilling life, free from financial stress. Our mission is to provide transparent, personalized, and tailored financial advice to help our clients achieve their goals and aspirations.

Our Services

We offer a wide range of financial services and solutions, including:

Investment Planning

• Pensions
• ISAs
• Company Investments
• Investment Bonds

Protection Planning

• Life Insurance
• Critical Illness Cover
• Business Protection

Tax Planning

• Personal Tax Planning
• Inheritance Tax Planning
• Wills and Trusts

Lifestyle Planning

• Retirement Planning
• Business Owner Retirement Planning
• Employee Retirement Planning

Our Approach

We take a holistic and collaborative approach to financial planning. We listen carefully to our clients' needs and goals, and work closely with them to develop personalized financial strategies that align with their values and aspirations. Our experienced advisors will assess your financial situation, identify potential risks and opportunities, and provide expert guidance on how to optimize your financial well-being.

Your Journey

Whatever your financial journey, we are here to support you every step of the way. Whether you are a business owner looking to secure your financial future, an employee planning for retirement, or simply wanting to ensure your family's financial security, we are dedicated to helping you achieve your goals.

Get in Touch

To learn more about how we can help you achieve your financial goals, please feel free to contact us today.