Carrmichaels Ltd
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
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Long term care
- Long term care
We offer independent financial advice, clear explanations and a friendly service. Popular services include retirement planning, pension advice, auto enrolment (for businesses), lump sum investing, advice on savings, inheritance tax planning and more.
We always discuss any fees with you in advance, so you know exactly what you’ll be paying and why. The first consultation is free and we can come to your home if you wish, either during the day or in the evening.
If you prefer to come to our office, you’ll find us in the village of Waddington (near Lincoln) with free car parking close by.
Carrmichaels is a firm of independent financial advisers – you’ll find us to be both friendly and professional.
We help you create and maintain a financial plan that is tailor made to your needs. Keeping an expert eye on your investments and pension funds is a big part of our service, which is why we work to develop a long term relationship with you.
Our ongoing review service ensures you remain on track to achieve your life’s objectives.
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