Carr Financial Planning (2)

Restricted - Whole of Market  Carr Financial Planning, North Shields, Tyne and Wear, NE28 6PN
As a Chartered Financial adviser I specialise in advising on the full range of financial planning; from investment strategies, pension planning, mortgages through to protection. Please get in touch to see your full range of options.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buying first home
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Adam Carr B.A M.A ALIBF Chartered ALIBF
Financial Adviser

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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.

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

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
About us

I advise on all aspects of individual financial planning. I also specialise in the transfer of guaranteed pensions benefits, such as final salary pensions. Specifically I help the individual to;

Compare the benefits you might give up if you transfer out of your employer’s scheme with the benefits you might get if you transfer into a new employer’s scheme or a personal/stakeholder pension.

Assess the level to which your employer’s pension scheme is funded, the risk that your benefits might be reduced and the effect on any transfer value offered.

Check the difference between defined benefit and defined contribution arrangements.

Check your full range of options.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Contact me via <email address hidden>

Our services

Most importantly we are a business that puts good customer outcomes at its heart, helping to create prosperity for the generations of today and tomorrow.

We continually strive to do this through quality face to face advice, through strong, long term investment management performance, through our commitment to building long-term relationships, and by delivering consistent and award-winning customer service.

Where to find us
Head office address: Carr Financial Planning, Suite 2.4 Howard House Commercial Centre, North Shields, Tyne and Wear, LS16 5AR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Independent Financial Adviser 1.5 mi
We are one of the North East of England's leading independent financial services firms, providing financial planning advice, investment management and direct lending services.
 
Restricted - whole of market 1.91 mi
'Top Rated Adviser 2021' as featured in The Times. Holistic financial adviser of over 20 years providing advice on all areas of financial planning with a focus on Final Salary pension transfers.
 
Restricted - whole of market 2.23 mi
We offer professional, friendly, easy to understand, bespoke advice.
 
Independent Financial Adviser 2.42 mi