Carey and Johnston Financial Planning & Wealth Management

Restricted - Whole of Market  46 Scotch Quarter, Carrickfergus, County antrim, BT38 7DP
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FCA authorised
Last authorised 14th September 2020
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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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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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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Traded endowment policies
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Unit trusts
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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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Commercial mortgages
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Joe Carey BE (Civil) MDiv Dip Cert PFS
Partner
About us

Financial advice has been available from 46 Scotch Quarter from 1981 when Sydney Johnston opened the agency for the Progressive Building Society. (We still hold the agency as a separate part of our business.) Having then subsequently built an Independent Financial Advice business, Sydney retired in 2012. From the foundation he laid we have grown with our clients, and are continuing to offer independent advice. Our clients are from all over Northern Ireland and further afield.

Our services

We aim to provide first class financial advice across all the major areas of financial planning that an individual, family, and smaller company are likely to need. Our advice will extend to planning for retirement, savings, education costs, estate planning and wealth management. We also offer advice in ethical investments.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

46 Scotch Quarter, Carrickfergus, County Antrim, BT38 7DP

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