Carrington Wealth Management LLP

Independent Financial Adviser Carrington Wealth Management, 27 Donegall Street, County Antrim, Belfast, BT1 2FF
FCA verified
13th August 2018
We’ll help you identify, achieve and then maintain your chosen lifestyle without the fear of ever running out of money.
We can advise you on
    • EEA
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Steve Laird
Senior Partner
Where to find us
About us

We win awards because we put our clients first...

Our vision is of a world in which people cease to be frightened by money.

We believe that the best way to do that is through Lifestyle Planning. It's Wealth Management done properly i.e. with the end in mind.

Far too many 'advisers' still concentrate on selling their clients products, some of which may or may not help them to achieve their goals in life.

Other advisers set themselves up as investment 'gurus'. We certainly believe that we're pretty good at planning and managing investment portfolios for our clients. However, we also believe that unless we truly understand your goals and lifestyle requirements we have no right to tell you what to do with your money.

We look after clients in Northern Ireland and mainland GB as well as expats in Spain.

Our services

Benefits of our lifestyle planning services to you as a client :-
• Knowing where you’re going
• More freedom and choice to do the things YOU want to do
• Peace of mind
• Financial security
• Less guilt when you’re spending your money
• You'll make better choices, in the correct context and with the right information to hand
• You’ll know when you can stop doing the things you no longer enjoy and start doings the things you love.
Your life is not a dress rehearsal let us help you make the most of it!

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Carrington Wealth Management LLP is a Limited Liability Partnership registered in Northern Ireland NC001035. Carrington Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. We're financial advisers based in Belfast but serving the UK and Spain.

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