
Fixed term bonds for experienced investors
Firstname Lastname & Firstname Lastname
Position & Position, Company
About CARLTON Bonds
Launched in 2019, CARLTON Bonds is on a mission to provide experienced investors with more choice and better returns.
Changes in regulation opened up a new type of investment as part of the Individual Savings Account (ISA) family. Regulatory changes led to the Innovative Finance ISA being launched in 2016 opening up a new type tax efficient investment opportunity for experienced UK investors.
At CARLTON Bonds, experienced investors have the opportunity to invest into fixed term property bonds, asset-backed with residential property. Targeting returns of between 4.75% and 7.75% per annum, the IFISA provides the ability to invest up to £20,000 tax free each year, whilst SIPP, SSAS and Direct options allow for increased investment amounts.

Companies We've Backed
Ambitious businesses with high growth potential.
We always look for the businesses that can make an impact; the businesses that can make a difference. Since launch, we've built a portfolio of a dozen companies across banking to threat intelligence and each continues to thrive to this day.

Intelligence Fusion
Sector: | SaaS |
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Investment Type: | Equity |
Investment to Date: | £ 556,800 |
Tax Schemes: | EIS, SEIS |

QikServe
Sector: | Fintech |
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Investment Type: | Equity |
Investment to Date: | £ 2,624,694 |
Tax Schemes: | EIS |

n-gage.io
Sector: | SaaS |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 170,000 |
Tax Schemes: | EIS, SEIS |

Bank North
Sector: | Fintech & Banking |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 7,941,141 |

Atom Bank
Sector: | Fintech & Banking |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 1,100,000 |

Hive.Hr
Sector: | HR Tech |
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Investment Type: | Equity |
Investment to Date: | £ 1,453,000 |
Tax Schemes: | EIS, SEIS |

Business Finance Market (trading as Finance Nation)
Sector: | Fintech & Banking |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 1,025,000 |
Tax Schemes: | EIS, SEIS |

Cathedral Gates
Sector: | Property |
---|---|
Investment Type: | Equity & Debt |
Investment to Date: | £ 2,000,000 |

Middleton Waters
Sector: | Property |
---|---|
Investment Type: | Equity & Debt |
Investment to Date: | £ 7,000,000 |

The Langtons
Sector: | Property |
---|---|
Investment Type: | Equity & Debt |
Investment to Date: | £ 3,000,000 |

Thorpe Paddocks
Sector: | Property |
---|---|
Investment Type: | Equity & Debt |
Investment to Date: | £ 6,000,000 |

Corehaus
Sector: | Advanced Manufacturing |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 1,000,000 |

Growth Capital Ventures
Sector: | Fintech |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 1,851,410 |
Tax Schemes: | EIS, SEIS |

Finexos
Sector: | Fintech & Banking |
---|---|
Investment Type: | Equity |
Investment to Date: | £ 626,485 |
Tax Schemes: | EIS |
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