Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our Contact Us page.

Ian Carlton DipPFS, Certs (MP & ER)
Director and Independent Financial Adviser (IFA)

Ian has over 25 year’s experience in financial services and is qualified to Level 4 Diploma standard, as well as achieving specialist qualifications in Equity Release.

He is a member of the Chartered Insurance Institute and the Personal Finance Society and is in the process of working towards further exams in specialist areas.

Tel. 01642 814 404
Mobile. 07554 454510
Email. ian@robertcarlton.co.uk

Robert Mortimer Carlton

Robert formed the company in 1975 and has been in financial services for over 50 years. Robert ceased advising clients in 2012, however he continues to provides administrative support in the business.

Tel. 01642 814 404
Mobile. 07554 454509
Email. robert@robertcarlton.co.uk