Brian Dodds (Carrick Financial Management Ltd)

Independent Financial Adviser  31, Shire Farm Grove,, Ashington, Northumberland, NE63 8XP
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FCA authorised
Last authorised 20th September 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Brian Dodds CeMAP DipFA MIFS
Senior Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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