Our Team

Our clients are very important to us, this is why we make certain we provide you with the best possible financial advice. If you need more information or advice please see our Contact page.

Ian Robert Carlton APFS, Certs CII (MP & ER)

Ian is a Chartered Financial Planner with over 35 years’ experience in the financial services industry and advises on all aspects of personal finance, specialising in pension and investment planning.

He is a member of the Chartered Insurance Institute and the Personal Finance Society and is authorised to provide advice in the following areas:

  • Investments and Pensions
  • Protection
  • Equity Release and Mortgages
  • Long Term Care
  • Estate Planning

Qualifications awarded by the Chartered Insurance Institute:

  • Advanced Diploma In Financial Planning
  • Diploma in Financial Planning
  • Certificate in Equity Release
  • Certificate in Mortgage Advice
  • Award in Long Term Care Insurance
  • Financial Planning Certificate

Tel. 01642 814 404
Mobile. 07554 454 510
Email. ian@robertcarlton.co.uk