Carrick Global Wealth Limited

Independent Financial Adviser  Chester House, Fulham High Street, London, SW6 3JA
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Defined benefit
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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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Rest of world
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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 risk
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Ms Hailey Roos
Managing Director
Mr Ryan van den Bergh
Private Wealth Manager

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
About us

Carrick Global Wealth Ltd is a boutique financial strategist firm based in Fulham, South West London.

Carrick Global Wealth Ltd is part of an award winning group of Global Companies that boast a team of highly qualified and experienced Private Wealth Managers.

Our services

We offer a professional service which helps you to maximise the financial opportunities available to you, whilst eliminating potential risks along the way.

Where to find us
Head office address: Chester House, Fulham High Street, London, SW6 3JA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

All fees, Privacy policies and procedures will be discussed with you at your first meeting.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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