Carbon Financial: 'We help clients write the life story they want'

Story of my life

clock • 5 min read

Cherry Reynard talks to Carbon Financial co-founder Barry O'Neill following the firm's Gold Standard Award win. They discuss the firm's mission to help clients write the life story they want and deserve...

It would be an usual advice firm that didn't claim to put their clients first. However, Carbon Financial was built on the idea that while many advice firms talk the talk on being client-centric, many don't walk the walk. The group was formed in 2011, with the specific aim of paying attention to people rather than focusing first and foremost on their money. Co-founder Barry O'Neill says: "We saw how personal financial planning was changing. The industry had, we felt, been too focused on where people's money was invested and less on the people themselves. We wanted to be at the vanguard...

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