What Our Clients Think of Us…

I was confused about my pension options and sought advice from Carlton Smith. I was contacted very quickly by George who was very friendly, professional and patient explaining our options. We received excellent quick service and are very pleased with the outcome.

Kind regards, 

Michael and Karen.



My experience of dealing with you and your company has been Professional in every aspect, explaining the complex world of finance with clarity. George has demonstrated honesty and integrity in my dealings with him and this gives me confidence in the service he provides. 




I would highly recommend Carlton Smith Financial Planning for anyone who is in need of financial advice suited to their personal needs, however big or small.

I met George Carlton-Smith soon after my husband died and needed help from someone that I could trust, to help sort out all of my financial matters.  I found George to be extremely professional, understanding and trustworthy and had no hesitation in disclosing all of my financial details to him.  After consultation, he assessed very quickly how to manage my finances suited to both my short term and long term needs.  At each stage of the process, he always made sure that I both understood, and was happy with, any action that was taken.  His advice and help has been invaluable to me.

I trust George completely and would not wish to go to anyone else for financial advice.  He offers a very professional and personal service to suit individual needs.




I would just like to say that since my friend recommended your services. I have been very pleased indeed with what you have achieved.  Initially it took me a while to make contact with you, but since doing so I have always felt that you absolutely had my best interests at heart, my portfolio was not big, but you still gave me your time and support, understanding what I wanted to achieve. I thank you for this and would have no hesitation in recommending your services to others.

Best of luck with George Carlton-Smith Financial Planning, and I look forward to continuing to be your client.

Regards Carole



My experience of dealing with yourself and your company has proved to be one of much satisfaction.

During the time you and your company have shown great care and attention in organising my affairs according to my wishes, for and during my retirement.

It has been a mutually beneficial partnership, and I look forward to it continuing.

I highly recommend this company to those wishing for sound financial guidance in this world of uncertainty. 

Best regards,




It has been a pleasure to have employed your financial services. We have been very happy and would happily recommend yourself and the services of your company to other prospective clients. Very professional and good communication throughout.

Thank you once again for all your help.

Kind Regards,

Diane & Gary