Carlton Financial Planning

Who we are

Carlton Financial Planning is a locally-based financial planning firm serving clients in and around Norwich, Norfolk. Founded by Kevin Hardingham, a Dip PFS, we are passionate about providing individual, tailored financial guidance to individuals as they navigate their financial lives. We believe in building close, lasting relationships with our clients through open communication and a personalized approach to financial planning.

What we do

Our expertise encompasses the entire spectrum of personal financial planning, including:

Financial Reviews

We assess your current financial situation and identify potential areas for improvement.

Investments

We guide you through the complex world of investing, constructing a portfolio that aligns with your individual goals and risk tolerance.

Pension Planning

We provide comprehensive guidance on maximizing your pension contributions, planning for both defined benefit and defined contribution plans.

At Retirement

We help you navigate the intricate rules and regulations surrounding retirement planning, ensuring you achieve a secure and comfortable future.

Long-Term Care Planning

We address the vital issue of long-term care, exploring options and strategies to protect your financial security in later life.

Inheritance Tax Planning

We assist with minimizing inheritance tax exposure through strategic planning and utilization of available reliefs.

Our Approach

We take a collaborative and personalized approach to financial planning, working closely with you to:

• Understand your unique financial goals and aspirations
• Assess your individual circumstances and risk tolerance
• Develop a tailored plan that aligns with your needs and aspirations
• Regularly review and adjust your plan to ensure its effectiveness over time.

Why choose Carlton Financial Planning?

• Local Expertise: With a local bias and understanding of the Norwich area, we provide individualized attention and guidance.
• Personal Service: Our dedicated team is available to answer your questions and address your concerns.
• Transparency: We believe in open and honest communication, providing clear and concise information about our processes and fees.
• Client-Focused: We prioritize your financial well-being and work collaboratively to achieve your financial goals.