16 Brenkley Way, Blezard Business Park, Seaton Burn, Newcastle Upon Tyne, Tyne & Wear, NE13 6DSMake an enquiry
Carrick Financial Management is one of the largest locally owned Independent Financial Advisory (IFA) firms established in the North East in 2001.
Our aim is to ensure the long-term prosperity of our clients. This means that no matter how straightforward or complex their circumstances may be, Carrick Financial Management can help.
We provide face to face advice and help on selecting the most appropriate Investment Plan, Mortgage, Life Insurance and Pension/Retirement Planning.
We listen to and understand our clients. This leads to us giving clear concise advice, allowing them to make more informed decisions.
Clients often describe us as; approachable, trustworthy, reliable, honest, considerate, focused, dedicated and affable.
We work on a fee basis and the first meeting is at our expense, and can be held at either your home, work or at our offices.
Not everyone’s financial advice is independent. Ours is.
One simple principle has underpinned our approach to business that is to ask ourselves, “How would we want to be treated in this matter?”
In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes we achieve on their behalf. We believe it is an approach that works.
By applying our expertise to the opportunities and challenges our clients face, we build a bond with them, deliver realistic solutions and constantly strive to exceed their expectations.
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for the business you are transacting.
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