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Professional team of independent financial advisers

Here at Robert Carlton IFA, we are a professional team of independent financial advisers. We provide a quality assured and thorough service when it comes to the planning of your finances, with financial protection for you and your family as well as help and guidance when it comes to making investments. We cover a number of financial areas, so take a look.

Investments & Savings

Do you have surplus income, savings or spare capital? If so, you could be using the money in more productive ways by making some clever investments. Let us help you make some good investment decisions.

Income Protection

If a serious illness or injury stops you from working, it is extremely important to have a financial plan in place. It will ensure you know you are in a good financial position to handle life's pressures. You can get protection whether you need a lump sum or a regular income.

Life Assurance

We all have the worry of how our loved ones would cope financially if we were to pass away; thankfully we can help you put a plan in place and give you peace of mind no matter what may happen in the future.

Pension Planning

Thinking of retiring? We can help you to work out a pension plan and strategy. It will ensure there is enough income for you to live comfortably, and more importantly, to enjoy your retirement.

Latest News

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

  • 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…

Essential information about our selection of financial services

We design all our websites to make useful details about our services easily accessible. You can click any links on this site to go to our main website to find out more. However, if you feel there are improvements we could make or important topics are missing, please contact us. You can do so via the contact form or email. We always welcome feedback and want to keep improving the website to add new features for clients.

Please note; the information and advice on this website is written in line with laws and regulations in the UK. So, it is primarily for customers from the region.

On this website you can find information about General Insurance Services. We'd like to confirm that these are from third parties. However, while that is the case, we give you the assurance that we only work with quality, carefully selected providers. Any quotes will be in line with the best current offers in the insurance market.

Trading style of Carlton-Sturman

We would also like to note that Robert Carlton Independent Financial Advisers is a trading style of Carlton-Sturman (Insurance Brokers) Limited, not a separate company.

Carlton-Sturman (Insurance Brokers) Limited is Registered in England and Wales No. 01230748. It also has authorisation from the Financial Conduct Authority No. 309709.

Please note; the FCA does not handle the regulation of services like taxation and trust advice, wills, deposit accounts, and National Savings and Investment Products such as bonds.

We do our utmost to resolve any complaints or disputes. However, if we are unable to resolve an issue satisfactorily, we can arrange a Financial Ombudsman Service to assist. You can find further information at - http://financial-ombudsman.org.uk

  • Useful information
  • Financial services advice
  • In accordance with UK laws and regulations
  • Primarily aimed at UK-based customers
  • Only work with quality providers
  • Quotes that are among the very best in today’s insurance market

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