At Carrick Financial Management we provide face to face advice to help our clients make the best decisions for their needs. The first meeting is at our expense , and can be held at either your home, work or at our offices. We provide advice and help on selecting the most appropriate- Investment Plan Mortgage Life Insurance Pension/Retirement Planning We work on a fee basis. Your first meeting is free of charge.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.