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

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...