Carrick Financial Management

If you are going to place your trust in us, you want to know who we are and what we stand for. Not everyone's financial advice is independent, but ours is. Carrick Financial Management has been in business since 2001, our team has over 125 years of experience between us, and we are one of the largest independent financial advisers in the North East.

We take lifetime responsibility for the advice we give, and we promise to always act with honesty and integrity, and deliver reliability and value. Rather than talk to you until you are dizzy about the myriad of financial products out there, we believe in starting at the opposite end. We sit down with you and listen carefully to what you want to achieve, and then together we look at how to get you there.

Everyone likes to see the people they will be dealing with, especially when it involves their money. We like people who like people, and our financial advisors are handpicked for their qualifications, experience and in-depth knowledge of a range of specific areas of financial advice, and are skilled at helping people plan for a better financial future.

We're living longer. The Office for National Statistics say that millions of people will spend over one third of their life in retirement. It's never too early to look at what kind of retirement you want, and how to fund it. Many of our clients have some idea of what they want, but are uncertain about how to make their wishes a reality.

Whether you are new to investments, or an experienced investor not satisfied with your existing arrangements, we can help. From helping novice investors understand the difference between savings and investments, through to working with investors needing the most complex of investment strategies, we can help you decide what is right for you.