Carlton Smith Financial Planning LTD
- 📍
- The Old Mill House, Dunmere, Bodmin, Cornwall, PL31 2RD
Carlton Smith Financial Planning Ltd is a Bodmin-based firm that provides expert and regulated financial advice in life, investments, pensions retirement planning and more. As a reputable company registered under the FCA number 800081, you can trust in their services. Whether it's comprehensive financial planning or just seeking advice for future security, their skilled team, stationed at The Old Mill House, is primed to guide you. Serving Cornwall and beyond, they've helped clients across the region achieve financial peace of mind. Carlton Smith Financial Planning Ltd is particularly recognised for its approachable nature, as they regularly assist individuals, families and local businesses in their financial journey. Expect professional yet personalized solutions to secure your financial future.
Their team includes one financial adviser. Check FCA registration here.
Carlton Smith Financial Planning LTD are approved by the FCA to give advice on:
Directions to Carlton Smith Financial Planning LTD from the Motorway
- Proceed in a northeastern direction on M5.
- At junction 17, take the Cribbs Causeway / A4018 exit towards Bristol (W).
- Upon reaching Cribbs Causeway Interchange, take the fourth exit onto Merlin Rd.
- Continue onto Exit 17, following signs for Avonmouth / M5.
- Merge onto M5.
- At junction 31, take the A30 exit in the direction of Bodmin / Okehampton.
- Continue onto A30. Please note that parts of this road may be subject to closure at certain times or days.
- Take the A38 ramp leading to Bodmin / A389 / Liskeard / Lostwithiel / B3268.
- At the roundabout, take the second exit onto Launceston Rd / A38 and continue following Launceston Rd.
- At the subsequent roundabout, take the second exit onto Priory Rd / A389.
- At the ensuing roundabout, take the second exit onto Turf St / A389 and continue following A389.
- At the next roundabout, take the third exit onto Dunmere Rd / A389.
- At the following roundabout, take the second exit and remain on Dunmere Rd / A389.
- At the final roundabout, take the second exit and stay on A389.
- Turn left onto the restricted usage road.
- Finally, turn left once more.
List of advisers under Carlton Smith Financial Planning LTD:
Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.
Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.