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Financial Planning

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Wealth Creation

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Wealth Protection

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Wealth Management

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Corporate Planning

Expert Financial Advice from Chartered Financial Planners

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Welcome to Carlton Asset Management Limited


Chartered Financial Planner firm based in Surrey

We are a team of Independent Financial Advisers (IFAs) who provide expert advice to working professionals and retired individuals. We help our clients meet their personal goals by designing financial plans that are customised to suit their current situation and future needs. We are highly experienced in helping clients protect, manage and increase their wealth.

We are also qualified Pension Transfer Specialists. We assist deferred members of Final Salary pension schemes to understand their options for retirement and whether remaining in the scheme or transferring to a more flexible solution, may be more appropriate in helping them meet their long-term objectives.

Specialist Expertise

Specialist Expertise


We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

Knowledge & Experience

Extensive Experience


We have been operating as an independent financial advisory firm for over 35 years. During this time, we have established ourselves as a highly reliable and trustworthy partner to all our clients and are Chartered Financial Planners with a customer-first approach.

Tradition Meets Innovation

Tradition Meets Innovation


We hold true to the values of honesty and integrity on which our company was founded. Our commitment to progressive practices and a modern outlook ensures that we are able to provide clients with the most relevant and appropriate financial advice.

Bespoke Solutions

Bespoke Solutions


Our experienced advisers create tailor-made plans, to help individuals reach their specific financial goals. We aim to fully understand each client’s needs and objectives so that we are able to customise our services to suit their unique requirements.