Financial Adviser in Cornwall

CARLTON SMITH

FINANCIAL PLANNING

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Case Studies

Examples of how we work with clients to fulfil their needs and develop a sound financial plan to answer their personal questions.

Are we there yet?

How much is enough?

10 year’s younger…

Too much risk.

Got too much.

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Carlton Smith Financial Planning Ltd is registered in England and Wales no. 11087462. Registered office: The Old Mill House, Dunmere, Bodmin, Cornwall, PL31 2RD

Authorised and regulated by the Financial Conduct Authority. Carlton Smith Financial Planning Ltd is entered on the Financial Services Register under ref 800081 https://register.fca.org.uk/  

© Copyright 2018 Carlton Smith Financial Planning Ltd. All rights reserved.

If you wish to register a complaint, please write to info@carltonsmithfinancial.com or telephone 01208 808068.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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