Carbon Financial Partners are on the move!

MORE than a decade after opening their first office in Perth, Carbon Financial Partners are on the move.

Since putting down roots in the Fair City, the financial planning and investment management firm has rolled out offices in Aberdeen, Edinburgh, Glasgow and London.

The business is a long-time member and supporter of the Perthshire Chamber of Commerce.

Managing director Gordon Wilson has been determined to ensure the Fair City remains at the centre of the expanding Carbon network.

With the country emerging from the pandemic which has caused turmoil across the business spectrum, he has welcomed the relocation from Atholl Place to Robertson House on the city’s Whitefriars Business Park.

“It’s a great location and the business park has attracted a number of local, regional and national businesses,” said Mr Wilson.

“Our new offices are easily accessible with parking for clients.

“While we have expanded over the last 11 years and now employ 45 members of staff, Perth remains at the heart of the business.”

Directors Mr Wilson, Barry O’Neill, Mark Christie and Shireen Fernie founded chartered financial planners Carbon in 2011 and have built up a 900-strong client base.

“Our turnover in the first year was in the region of £1million and that has increased five-fold,” said Mr Wilson.

“In terms of geographic spread, the majority of our clients are still served from the Perth office.

“We believe the office environment remains important, despite the changes in working practices demanded by the pandemic.

“While Zoom and Teams are fine, I don’t think you can beat a face-to-face meeting when important and far-reaching financial decisions need to be made.’

“We also believe younger team members especially miss out in terms of personal development if they are always working from home so it is about striking the right balance.

“While the office will be open five days a week, in our case there will be a mix of working from home and in the office going forward.”

The Carbon team quickly grasped the magnitude of the pandemic and swiftly invested in laptops and home office furniture to ensure clients continued to enjoy the level of service which has seen them awarded eight consecutive Gold Standard industry accolades.

“We were ahead of the curve and managed to kit everyone out with laptops and everything needed for home working before the initial lockdown,” said Mr Wilson.

“We sensed it wouldn’t be a short-term issue and we had to make sure our clients were looked after, especially at a time when the Stock Market was coming to terms with the global impact of the pandemic.

“We sought to reassure clients and remind them investing was for the long-term and to stay the course.

“We were confident the markets would recover, just as they did with catastrophic events like 9/11 and the banking crisis.

“The recovery was remarkably swift and while the horrific war in Ukraine is currently impacting certain sectors of the global economy, once again we find ourselves reminding clients to put their faith in a long-term investment strategy.”

Carbon Financial Partners directors Gordon Wilson (left) and Mark Christie flank financial advisors Zoe Malpas and Michael Wilson at their new Perth offices

Carbon Financial Partners are on the move!

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