© 2022 Carleton Financial Planning Ltd
Authorised and regulated by the Financial Conduct Authority (FCA)
FCA Number – 138117
1. Tax planning is not an FCA regulated activity
Our People
Patrick Robinson CCBI PFA (Director)
Patrick joined Carleton Financial Planning Ltd from Clerical Medical Investment Group, where he was a senior broker consultant with over 18 years’ experience. Patrick has extensive experience in dealing with pensions, investments, and inheritance tax planning. Patrick brings a further dimension to our team directing our professional connections.
You can contact Patrick by email at patrick.robinson@carletonfp.co.uk
John Bamber MBE Dip PFS (Director)
John incorporated his business, John Bamber and Co Ltd, as an appointed representative of Carleton Financial Planning Ltd in 2013 and has a broad knowledge in all areas of financial and tax planning.
You can contact John by email at john@johnbamberltd.co.uk
Alex McKilligan DipFA (Financial Adviser)
Alex joined Carleton Financial Planning Ltd in 2014 as a Paraplanner with 10 years industry experience in both administrative and planning roles. In 2018 Alex completed his level 4 certification and in 2019 commenced work with the firm as an independent financial adviser. Alex is also a member of the firms centralised investment committee.
You can contact Alex by email at alex@carletonfp.co.uk
Lorraine Finnegan
You can contact Lorraine by email at lorraine@carletonfp.co.uk
Donna Simpson
You can contact Donna by email at donna@carletonfp.co.uk
Faith McKee
You can contact Faith by email at faith@carletonfp.co.uk
© 2022 Carleton Financial Planning Ltd
Authorised and regulated by the Financial Conduct Authority (FCA)
FCA Number – 138117
1. Tax planning is not an FCA regulated activity