Carleton Financial Planning Ltd was established explicitly to assist clients in all aspects of Wealth Management i.e. pensions, investments and financial planning, with over 40 years experience as Independent Financial Advisers in Belfast have the expertise in house to advise on areas such as:

· Pensions (Individual & Corporate)
· Investment Portfolio Construction(Tax efficient Savings, Lump Sum Investment, Cash Deposits)
· Protection - Life & Critical Illness Cover, Income Protection, Family Protection (Individual & Business)
· Inheritance, Capital Gains and Income Tax Mitigation Planning
· General Financial Planning
· Portfolio Review Service - Existing Pension or Investment Portfolio's
Offshore Investment Planning For Uk & Non UK Residents i.e. Isle of Man, Jersey, Guernsey.

Patrick Robinson , one of the Directors of Carleton Financial Planning, is the point of contact for Cornerflag members.