1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Suffolk
  8. breadcrumb-arrow
  9. Onehouse
  10. breadcrumb-arrow
  11. Carlton Smith Private Wealth

Carlton Smith Private Wealth

Independent Financial Adviser  The Wildwood Centre, Stowmarket, IP14 3BX
check
FCA authorised
Last authorised 24th January 2022
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
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)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Fairstone Financial Management Ltd
Independent Financial Adviser 1.58 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Flying Colours
Independent Financial Adviser 2.05 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
The Private Office
Independent Financial Adviser 8.77 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Thompson Financial Consulting Ltd
Independent Financial Adviser 9.29 mi
Creating Wealth and Protecting Wealth is what we do. We make your financial plans a reality.
 
See profile