Carbon Financial Partners
Financial Services • 
Edinburgh, Scotland, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 61 Manor Place, Edinburgh, EH3 7EG, GB |
| Phone number | +441312200000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investing, Retirement Planning, Tax Advice, Financial Planning, Corporate Planning |
| Founded | 2011 |
| Employees | 21-50 |
| Socials |
Key Contacts at Carbon Financial Partners
Barry Oneill
Associate Director
Matt Duncan
Associate Director
Gary Wright
Associate Director
Mark Christie
Financial Planning Director
Shireen Fernie
Operations Director
Liam Kerr
Director, Aberdeen
Darren Lees
Associate Director - Financial Planner
John Bell
Technical Director
Alison Whyte
Client Director
Carbon Financial Partners Email Formats
Carbon Financial Partners uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@carbonfinancial.co.uk), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@carbonfinancial.co.uk | 60.7% |
{first name}.{last name} | john.doe@carbonfinancial.co.uk | 35.7% |
{first initial} | j@carbonfinancial.co.uk | 3.6% |
About Carbon Financial Partners
Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms. We think we can make this claim based on the quality of the team, our awards, our ethics and our professionalism. At Carbon, the rule is to put our clients' interests first at all times. We will explain clearly what we think we can do for you, set out the benefits to you and agree a price for the work with you before we proceed. That way you can weigh up the benefits to you and the fees to be incurred, so you can make a fully informed decision about whether to proceed. Our advice should always be worth considerably more than the fees to be paid. Carbon has credentials which few, if any, firms in the UK can match: Carbon is an award winning firm at company and individual level. Carbon was named ‘Investment Adviser of the Year 2013’ at the Professional Adviser Awards, as well as having the current FT Money Management 'Retirement Planner of the Year' amongst our team. Carbon is a firm of Chartered Financial Planners which is also Accredited with the Institute of Financial Planning. Carbon has a highly qualified team of financial planners, most of whom are Chartered and Certified Financial Planners, three of whom are Fellows of the Personal Finance Society and one who is a joint Fellow of both the Personal Finance Society and the Institute of Financial Planning. The board has combined industry experience of over 160 years.
Carbon Financial Partners revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $264,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Carbon Financial Partners has 14 employees across 2 departments.
Departments
Number of employees
Funding Data
Carbon Financial Partners has never raised funding before.
Carbon Financial Partners Tech Stack
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