Company Information

Get to know Carlton Smith Financial Planning Ltd

Carlton Smith Financial Planning Ltd is a firm of Chartered Financial Planners based in Manchester, UK. They specialize in building long-term relationships with private clients, trusts, and businesses by providing comprehensive and independent financial advice. Their core services include investment planning, retirement planning, estate planning, and protection for both businesses and individuals. As an appointed representative of The Whitechurch Network Limited, the firm is regulated by the Financial Conduct Authority, focusing on delivering personalized financial strategies to help clients achieve their financial goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Carlton Smith Financial Planning Ltd

United Kingdom

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.