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Professional team of independent financial advisers

At Robert Carlton, we are a professional team of independent financial advisers, offering a full and comprehensive service when it comes to investment advice and investments, planning your financial future, protecting yourself and your family by making clever investments.

Investments And Savings

If you have extra income, savings or spare capital, you could be using the money in better ways by making clever investments.

Income Protection

Should a serious illness or injury prevent you from working, it is very important to have a safety net in place with enough money, whether you would might require a lump sum or a regular income.

Life Assurance

If we were to die unexpectedly, many of us worry about how our loved ones would cope financially, thankfully we can help you to plan for all eventualities, giving you that peace of mind no matter what happens in the future.

Pension Planning

Thinking of retiring from work? We can advise and help you work out a strategy to ensure you have enough disposable income to live comfortably throughout your retirement years.

Latest News

Find out our latest news, we regularly post company updates and financial sector information.

  • Investment Advice Middlesbrough Income protection – things to consider - We are a firm that employs the most intelligent financial advisers Middlesbrough has. It is important to have support when you are planning for the future. Luckily, we can help you find solutions to all…
  • Financial advisers offer valuable advice - At Robert Carlton we know the importance of getting the most from your money. We are a team of skilful financial advisers Middlesbrough clients can use to improve their finances. The knowledge and skills that…
  • Answers for your pension questions - You can experience problems with your finance at any time in your life. However, they are more common as you get older and your income falls. Our job is to aid people in trouble by…
  • What you should do if you want to retire early - At Robert Carlton we have a deep understanding of finances. Our experts can help people to achieve their goals. This is why we are the financial advisers Middlesbrough often depends on for their needs. The…

Useful Investment Advice

We aim to provide useful advice and information about our financial services, specifically investment opportunities and how to make good investments. If you feel that any of our services could be improved or that any important investment topics have not been covered, please contact us, we welcome feedback from any of our visitors.

All the information and advice on our site is in accordance with UK laws and regulations; therefore it is primarily aimed at UK-based customers.

The General Insurance Services you find throughout our site are from third parties, but you can be completely assured that we work with ONLY the best providers.

Carlton-Sturman

Robert Carlton Independent Financial Advisers is a trading style of Carlton-Sturman (Insurance Brokers) Limited which is authorised by the Financial Conduct Authority No. 309709

Carlton-Sturman (Insurance Brokers) Limited Registered in England and Wales No. 01230748

The Financial Conduct Authority does not regulate taxation & trust advice, will writing, National Savings products, deposit accounts.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk

  • Useful information
  • Investment advice
  • In accordance with UK laws and regulations
  • Primarily aimed at UK-based customers
  • Only work with quality providers

Get In Touch

Robert Carlton
Independent Financial Advisers
251 Acklam Road,
Acklam,
Middlesbrough,
TS5 7BW

Tel: 01642 814404
Fax: 01642 850512
ian@robertcarlton.co.uk