Carrick Financial Management

Independent Financial Adviser 16 Brenkley Way, Blezard Business Park, Seaton Burn, Newcastle Upon Tyne, Tyne & Wear, NE13 6DS
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
16th September 2019
Our aim is to ensure the long term prosperity of our clients. Not everyone’s financial advice is independent. Ours is.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Alan Huddart DipPFS
Senior Adviser
Paul Blight DipPFS
Director
Brian Dodds Cemap:Dip Fa MIFS
Financial Adviser
Michael Carrick DipPFS
Senior Wealth Adviser
Justin Furness CeMAP
Mortgage Adviser
What our clients say
In the 1990’s I started working with Michael Carrick and I still continue to use their services today.
Mr Millican, Morpeth
I have used Carrick Financial Management to help me plan my pension funds and look at the best times to take benefits from my various plans.
Mr P Martin, Wallsend
We have entrusted our financial planning for ourselves and our family to Michael for decades and will continue to do so. He has provided timely financial advice and we have reaped the rewards of this many times.
Mrs Robson, Kirkwhelpington
Since engaging with Carrick Financial Management I have found our regular meetings to be an important point in my diary. They understand my needs and explain the most complex issues in a way I can Understand.
Mr G Arnott, Hepscott
I have used Carrick Financial Management to manage my investments for 7 years and feel compelled to praise them for their regular visits and subsequent clear advice .
Mrs J Grantham, Northumberland
Where to find us

16 Brenkley Way, Blezard Business Park, Seaton Burn, Newcastle Upon Tyne, Tyne & Wear, NE13 6DS

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Carrick Financial Management Limited are directly authorised by the Financial Conduct Authority, our firm registration number is 588633.
Please note in relation to mortgage advice your home may be at risk if payments are not maintained.

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