Company News

Local Support Helps Us To Be Rated In The UK’s Top 200, Twice!

October 16, 2013
2 minutes read

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.

For tips on financial planning, take a look on