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  11. Carlton Smith Private Wealth

Carlton Smith Private Wealth

Independent Financial Adviser  The Wildwood Centre, Stowmarket, Suffolk, IP14 3BX
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FCA authorised
Last authorised 29th March 2021
We are at the cutting edge of Financial Planning centred around our mission to inspire people to become financially well-organised.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Nicolas Carlton-Smith DipFA CeMap MIFS
Financial Planner
About us

The Head Office is located just outside of Stowmarket in Mid Suffolk with easy access to the A14. This office covers all of East Anglia including the Home Counties.

Our services

Financial Planning is a dynamic process, and whilst we provide the services of a traditional independent financial adviser, we are at the forefront of innovation.

As part of the Carlton Smith Service we offer specialist pension reviews, tax planning packages, (including access to bespoke solutions) and have a fantastic investment proposition. This gives our clients the competitive edge.

Specialties: Personal Cash-flow Planning, Investment Planning and Retirement Planning

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Wildwood Centre, Lower Road, Onehouse, Stowmarket, Suffolk, IP14 3BX

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