Carlton Smith Private Wealth

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

24th June 2019

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

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Expatriate finances
- EEA
- Rest of world
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Nicolas Carlton-Smith DipFA CeMap MIFS

Financial Planner

Where to find us

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

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

Compliance

Carlton Smith Private Wealth is a trading name of Argent Wealth Ltd which is authorised and regulated by the Financial Conduct Authority No. 515379. Argent Wealth Ltd. Registered Office: Evolve Building, Rainton Bridge Business Park, Houghton le Spring, Tyne & Wear, DH4 5QY. Registered in England and Wales No.7079006

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Expatriate finances
- EEA
- Rest of world
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Minimum mortgage value

£250,000

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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