0330 038 8939
Based in Chelmsford
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
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FCA Regulated
Carlton and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Carlton and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
38
Recent Client Reviews
Carlton has received 38 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carlton has received 38 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Carlton has not yet added their qualifications to their profile
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Carlton has not yet added their qualifications to their profile
Transparent Fees
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Carlton has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Carlton and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Carlton and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
38
Recent Client Reviews
Carlton has received 38 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carlton has received 38 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Carlton has not yet added their qualifications to their profile
Qualifications not yet added
Carlton has not yet added their qualifications to their profile
Transparent Fees
Carlton has not yet added their fees to their profile
Fees not yet added
Carlton has not yet added their fees to their profile
Carlton is a Chartered Banker - Professional Financial Adviser with 30 years of experience in Financial Services. Carlton's early career was spent working for insurance companies where he gained experience in product design, marketing and sales. In 2003 he was invited to become an owner of IFS Group, a firm of independent financial advisers which grew successfully and was later sold to a large national firm listed on the London Stock Exchange in 2008. Carlton aims to deliver a service with genuine understanding and offers financial planning solutions that are tailored to clients’ individual needs and requirements delivered in an easy to understand manner. Carlton lives in Surrey with his wife Julie, two sons, Jaden and Codey and Rio the cat, who is the one really in charge…! Most of his spare time is spent on the side lines watching the boys in their many sporting pursuits, and Carlton also enjoys clay pigeon shooting.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Carlton's clients
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