At Robert Carlton, we offer a professional team of independent financial advisers.

We can provide you with a full and comprehensive service when it comes to planning your financial future, protecting yourself and your family and making investments. Our areas of expertise include:

Investments and Savings

If you have surplus income, savings or spare capital, you could be using the money in more productive ways by making shrewd investments.

Income Protection

If a serious illness or injury should strike that prevents you from working, it is important to have a safety net in place so you have enough money to get you through, whether you would require a lump sum or a regular income.

Life Assurance

Many of us worry about how our loved ones would cope financially if we were to die unexpectedly, but we can help you to plan for all eventualities and give you peace of mind no matter what may happen in the future.

Pension Planning

We can advise you on retiring from the world of work and help you to work out a strategy to ensure you have enough income to live comfortably throughout your retirement.

Our site has been designed to provide useful information about our various financial services, but if you feel that it could be improved or that any important topics have not been covered, please feel free to let us know by emailing us or using the contact form. We welcome feedback from our site visitors as we aim to expand and improve it in the future, adding features such as allowing clients to view their portfolios and policies.

All the information and advice on our site is in accordance with UK laws and regulations; therefore it is primarily aimed at UK-based customers.

The General Insurance Services you find through our site are from third parties, but you can be completely assured that we only work with quality providers. You will receive quotes that are among the very best in today’s insurance market.