Carrington Investment Consultants Ltd t/a Carrington Wealth Management
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
Everyone is different. Our approach to providing financial advice and wealth planning strategies to clients reflects that. We start by finding out about you - your needs, priorities and aspirations – to ensure that we truly understand your current situation and your future plans. We then create your personalised Financial Plan and wealth management strategy and work alongside you to implement these and set you on your path toward achieving everything that’s important to you.
We’re proud to have been recognised for our client service and approach by leading industry bodies:
Money Marketing Awards – Finalist, Adviser Firm of the Year, 2019
New Model Adviser – Top 100, 2016, 2017 & 2018
Best Practice Adviser Awards – Winner, Excellence in Client Service, 2017 & 2018
Growth Investor Awards – Finalist, Financial Adviser of the Year 2017 & 2018
Investment Week – Finalist, Women in Investment Awards 2017, 2018 & 2019
We are actively involved in our local communities and have a corporate social responsibility programme which works with charities to raise funds and make a positive impact on those around us. Our aim is to make a difference and change the lives of our clients and those in our communities.
We put you, our client, at the centre of everything we do. We recognise that no two people have identical financial circumstances, which is why we customise our solutions to meet your needs and goals.
Whether you are seeking an expert team to actively manage your investments or you require a comprehensive financial plan to support your goals and aspirations, give one of our team a call.
“You are an amazing firm and fantastic people. In my experience, the leading firm in your sector.” Client Feedback, 2019
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