Carrick Financial Management is one of the largest locally owned Independent Financial Advisory (IFA) firms established in the North East in 2001. Our Head Office is in Seaton Burn with advisers based in Whitley Bay and Tynemouth.
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.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.