Carleton Financial Planning Ltd were established in July 1968 and have over 50 years’ experience as Independent Financial Advisers in Belfast. Established to assist clients with all aspects of pre and post retirement planning, investments, protection planning, tax planning¹ and general wealth management and creation.  Our customers particularly value our long established professional and conscientious advice.

Being independent means, we have the expertise in house to advise on various financial products, using the whole of the market, to tailor our proposition to our clients’ objectives.

Please contact us today to discuss your financial planning goals and see how we can help you fulfill your objectives.

What We Offer

• Life is easier with a plan, however, putting that plan in place isn’t always easy. As independent financial advisers, we can help you put in place a suitable financial plan to help you achieve your specific financial goals and objectives.
• A review of your existing plans to provide a comprehensive summary to check whether you are on track for the lifestyle you want.
• We can provide solutions to help protect your family, your financial assets, and your business.
• Wealth Management – Holistic long-term planning to help you achieve the lifestyle you want. We can help you build your wealth in a tax efficient manner as well as helping you use existing investments to generate additional income if required.
• We can assist you with tax planning¹ strategies tailored to suit both individuals and business requirements.
• If you are looking to retire, we can show you all the options available to you to access a tax efficient income.

Find out more about us, our services and our people by entering the sub pages of our website.