A welcome from James Hardingham DipPFS

I passionately believe in the importance of long-term relationships with clients as I feel that this is the best way to ensure they are on course, and remain so, to meet their financial goals and objectives. I really try to communicate in a clear and transparent way as I feel this is the key to giving good advice and openness with clients.

At Carlton Financial Planning we are now in some cases advising the third generation of the same family and I am very much looking forward to continuing to work with long standing existing clients and welcoming new clients in the future.

I hold the Diploma in Regulated Financial Planning, and I also recently completed the Certificate in Long Term Care Insurance. I continue to undertake further study at advanced level where I feel it will further increase my knowledge and my professional development.

Outside of work I appreciate any time I can spend with my partner and Son. I am a keen Norwich City season ticket holder and enjoy keeping fit.

An introduction to Sarah Field - Office Manager

I joined Carlton Financial in 2024 and enjoy working in financial services.

My days are varied, and tasks include scheduling client appointments and dealing with enquiries, preparing client documentation and keeping records up to date, liaising with product providers and generally anything which helps the office run smoothly and enables James to spend more time with clients.

Client contact is one of my favourite parts of my role. The majority of our clients are longstanding this enables us to have real understanding of both their short- and long-term financial needs and help them reach these goals.

In my free time which I have more of since both my children are grown, I enjoy staying active, eating out at many of the great places we have in the area and travelling both in this country and further afield.