Brian Dodds (Carrick Financial Management Ltd)

Independent Financial Adviser 31, Shire Farm Grove,, Ashington, Northumberland, NE63 8XP

First meeting at adviser's own cost

Response rating

9.2/10

24th June 2019

Helping you make sense of pensions and investments, in a professional, friendly manner. First meeting is free with no obligation.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Business
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

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Meet our advisers

Brian Dodds CeMAP DipFA MIFS

Senior Adviser

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

FSRE - Financial Services, Regulation and Ethics (LIBF)

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Where to find us

31, Shire Farm Grove,, Ashington, Northumberland, NE63 8XP

Make an enquiry

About us

At Carrick Financial Management, we offer an extensive range of expertise and financial specialisms, to which all of our clients have access. Our team of highly qualified advisors has a combined 120 years of experience, ensuring that all our clients financial objectives can by realised through relevant solutions. We provide flexible, face to face to appointments in your home, our office or your own workplace, to suit your lifestyle. The initial appointment to assess your needs, is at our expense.

Our services

We provide a thorough, professional and friendly, financial advice service to all our clients, and the principle which has underpinned our approach is to ask ourselves, 'How would we want to be treated in this matter'. Any advice provided, or products recommended are fully researched to ensure our clients are consistently receiving quality and value for money in line with their requirements.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Business
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

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Contact options

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a call back Show number Recommend to a friend

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