Carlton Smith Private Wealth

Independent Financial Adviser The Wildwood Centre, Lower Road, Onehouse, Stowmarket, Suffolk, IP14 3BX
FCA verified
10th December 2018
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
    • 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
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
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

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

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