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Barry Carlton

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Edinburgh, Glasgow, South Lanarkshire

Barry Carlton

Independent Financial Adviser

I have over 30 years experience as a financial adviser and specialise in providing financial advice to private wealth clients. I am able to and enjoy advising clients on all areas of their wealth management, investments, pensions, protection and estate planning needs.

As an independent financial adviser I look to develop trust and a long lasting relationship with my clients and their families to ensure proper management of their finances and ensure that they pass efficiently down through the generations.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Edinburgh, Glasgow, South Lanarkshire

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