Carrick Financial Management

Independent Financial Adviser 4 Kennersdene, Tynemouth, Tyne & Wear, NE30 2NB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 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
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Alan Huddart DipPFS
Senior Adviser
Brian Dodds DipPFS
Senior Adviser
Michael Carrick
Managing Director
Paul Blight
DipPFS
Justin Furness
Mortgage Adviser
What our clients say
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
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
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
Where to find us

4 Kennersdene, Tynemouth, Tyne & Wear, NE30 2NB

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 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.

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
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
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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