Financial Planning


Making your money work for you takes careful planning. We understand that as a busy individual, you often do not have the time to organise your personal finances to the degree that you would like. This is why we offer a professional financial service to help you manage your assets and plan correctly. You will be assigned your own personal financial consultant who will fully understand your requirements in order to create a unique and personal plan, which will help you to reach your future personal and financial objectives. .
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Wealth Creation

At Carlton Asset Management Limited, we have the knowledge, experience and relevant skills to assist you in this journey. We help our clients invest their capital in such a way as to create optimal returns in the future. Whether you are looking to accumulate funds in order to enhance your current lifestyle, live comfortably after retirement or support your loved ones, we set up a bespoke plan which will help you to reach your specific target.
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Wealth Protection

We know how hard you have worked to get to where you are today. This is why we offer tailor-made services to help you maintain the value of your estate and protect it for you and future generations. We assist you in preventing the loss of value of your assets by implementing the most effective and economical strategies, which can help to minimise tax and protect your investments against inflation and market fluctuations.
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Wealth Management

If you are still building your savings, earning a large salary or have recently inherited a substantial sum it is absolutely essential to implement the correct strategies to ensure that your financial assets maintain their current value and grow. We can help you invest your capital correctly and minimise taxation so that you are able to continue supporting your current lifestyle and sustainably provide for yourself and your family in the future.
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Corporate Financial Planning

Although we specialise in financial planning for individuals, we are also able to provide expert financial advice for businesses in any trade sector. We help directors and shareholders protect and increase profits as well as minimise risk by developing and implementing plans that are reliable yet flexible. We can advise you and your partners on all aspects of your company’s financial plans, from business contingency planning to key personnel insurance and workplace pension schemes.
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