As a trading style of Argent Wealth Ltd, Carlton Smith Private Wealth have been named in the FTAdviser’s Top 100 Financial Advisers list.

This prestigious accolade is afforded to the best financial advisory businesses working in the UK.

The league table, devised by research firm Strategic Insight, has evolved from being based purely on gross sales, to now using a sophisticated algorithm to calculate the quality of advice and the level of expertise that exists within the UK’s leading financial advisory organisations.

This national recognition partly reflects the growth that Carlton Smith Private Wealth have achieved over the last 12 months, while maintaining the high level of financial advice and expertise that they’re able to offer.

CSP Wealth Named In Financial Times Top 100 Financial Advisers List
CSP Wealth Named In FTAdviser’s Top 100 Financial Advisers List

Director and Life Planner, Nic Carlton-Smith, added:

“To receive this recognition is fantastic and reflects the growth that we’ve achieved as a team over the last 12 months. Most pleasing of all is the recognition for the quality of advice that we provide and how we’re continuing to give the very best financial guidance to our growing client base”.

Carlton Smith Private Wealth pride themselves on helping individuals to achieve their ambitions, targets, standards and dreams, as well as much sought after peace of mind. They help to use your wealth today to create the future that you want to live.

If you’d like to receive industry-recognised financial advice from our team of experienced advisors, please get in touch. 

Cornwall and Suffolk based Independent Financial Advisers, Carlton Smith Private Wealth, have had their 2 advisers, Nic and George, both voted as one of the top 200 Rated Independent Financial Advisers (IFAs) in the UK by their clients.

George and Nic have been an advisers at Carlton Smith Private Wealth for 3 years, since it was established, and their achievement will be announced in The Times on Saturday 19th October.

Comments Nic: “There are over 20,000 Independent Financial Advisers in the UK so we’re thrilled to be in the Top 200. What makes it even more special is that we’ve been selected thanks to our clients. It means a lot that they’ve gone out of their way to support us and we’d like to thank them all.”

Continues George: “We’re passionate about independent financial advice. While talking about how to look after your money isn’t ‘sexy’ with a growing pension and savings gap planning your financial future is more important than ever. In a nutshell that’s what financial advice is all about – making sure you make the most out of your hard earned cash and aren’t left short of funds in retirement or on a rainy day.”

Nic and George Carlton-Smith were selected as a result of local clients reviewing and rating their services on consumer ratings website The site, which enables people looking for financial advice to find a recommended IFA, works like TripAdvisor. You can search for an adviser free of charge based on location and services provided. Advisers are then listed based on client reviews giving those seeking advice confidence that the adviser can be trusted.

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