Carrick Financial Management

Independent Financial Adviser  16 Brenkley Way, Newcastle upon Tyne, NE13 6DS
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022
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
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.

Where to find us
Head office address: 16 Brenkley Way, Blezard Business Park, Seaton Burn, Newcastle upon Tyne, NE13 6DS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022

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