OUR PEOPLE
Delivering experience and expertise
Carlton Smith Private Wealth has been providing clear, informed and sometimes life-changing advice to people considering retirement for many years now. Meet the team behind the meetings, analysis, reports and incisive investment advice and get an insight into what makes us tick.
Nic Carlton-Smith
DIRECTOR AND LIFE PLANNER
Nic is the heart, soul and mind behind Carlton Smith Private Wealth. It’s Nic who will speak to you about your aims, needs, desires and goals for your life after work, and will ask you all the important questions to help unlock your plan for your future. He’s also the one who provides the answers to effectively use your financial assets and achieve the results you want.After establishing himself as a successful agent at Co-operative Insurance, Nic set up his own business to provide rigorous independent financial advice and help improve the situation of everyone he works with. Relationships mean a lot to Nic, and he is as dedicated to his staff’s development as much as he is to his clients.
When not helping people to realise their vision for the future, Nic feeds his lifelong passion for cars and often takes part in racing events from karting to vintage sports cars. Away from the track, he spends time with his family, cycling, scuba diving and skiing in Winter. Nic is also a member of the Christian Fellowship and a keen property developer, having renovated and built a number of properties in the past.
Charlie Machin
FINANCIAL ADVISER
Charlie joined the business in August 2017 as an apprentice, completing a one-year course in Business Administration before progressing into a paraplanning role. Since then, he has continued to develop his expertise and is now a fully qualified Lifestyle Financial Adviser, having achieved his Level 4 Diploma in Regulated Financial Advice - something many of our clients are now benefiting from through his growing advisory experience.Known for his commitment and attention to detail, Charlie enjoys supporting clients and helping them make informed financial decisions with confidence. His journey through the business reflects both his dedication to learning and his passion for delivering high-quality advice.
Outside of the office, Charlie has a competitive streak and enjoys go-karting, as well as following motorsport more generally. He also loves spending time outdoors and values time with his wife and family.
Elizabeth Walton
SENIOR ADMINISTRATOR
Elizabeth is a knowledgeable and experienced member of the team, with over 23 years’ experience in the financial sector. She joined the firm in July 2017 as an administrator, having previously worked in similar roles within banks and building societies across Suffolk. Known as an effective and trusted problem-solver, Elizabeth is always focused on achieving the best outcome.Outside of work, Elizabeth enjoys travelling as often as possible—preferably to the Caribbean—taking long walks with her springer spaniel in the local countryside, and going out on a motorbike with her husband, having completed the iconic Route 66.
Tamzin Carlton-Smith
ADMINISTRATOR
Tamzin is often the first friendly voice you’ll hear when you contact our office and a key point of contact on a day-to-day basis. Calm under pressure and highly organised, she supports clients with general enquiries, administrative requests and help with the myWealth app.Tamzin joined the business in 2022 after previously working in a care home and is currently progressing through her financial exams as part of her journey towards becoming a qualified adviser. She brings with her a strong sense of empathy and a genuine enjoyment of working closely with clients. She loves seeing how our work has positively impacted people’s lives and takes pride in providing a welcoming, helpful presence both over the phone and when greeting clients visiting the office. She is also Nic’s eldest daughter and enjoys being part of a close-knit team that puts clients at the heart of everything it does.
Outside of work, Tamzin enjoys staying active and creative. In her spare time, she loves skiing and scuba diving, and when she’s not outdoors, she enjoys sewing and working on creative projects.
Troy James
PARAPLANNER
Troy joined the business in January 2024 and currently works as a Paraplanner. Having completed his Level 4 Diploma in Regulated Financial Advice, he brings a strong technical foundation and a high level of expertise to the team.In his role, Troy is responsible for writing suitability reports and supporting a wide range of technical projects, ensuring advice is clear, accurate and tailored to each client’s needs. His attention to detail and analytical approach play a key part in delivering high-quality outcomes for our clients.
Outside of work, Troy has a creative side and enjoys cooking, all things cars, travel, and interior design - interests that reflect his eye for detail both professionally and personally.
Pauline Dudley
OFFICE MANAGER
Pauline is the rock around which our office is built. She keeps our operation organised, smooth-running and generally ship-shape, and ensures our behaviour is exemplary.Pauline has over thirty years experience in the financial services industry, working in accountancy and insurance since the 1980s, with hands-on insight into the evolution of the sector since that time. She joined us in 2007, and has been a steady hand on the rudder ever since.
Away from the office, Pauline supports local charities, having retired from her local parish council after five years of service. She is also active in teaching arts and crafts classes and enjoys singing along to a diverse range of music from Guns ‘n’ Roses to Westlife!
WORKING WITH US
It all starts with a conversation
Are you ready to take greater control of your finances and get your money to work harder for you, creating a secure future for you and your family? Call us today on 01449 615714, or click the button below to drop us a line.
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