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  11. Carrmichaels Ltd

Carrmichaels Ltd

Independent Financial Adviser  Florence House, Lincoln, Lincolnshire, LN5 9QA
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FCA authorised
Last authorised 20th September 2021
We offer Independent advice on retirement options, pensions, savings and investments. Advice on life protection and auto enrolment for businesses.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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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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Long term care
Meet our advisers
MR Michael Carr DipPFS
Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Florence House, Lower High Street, Waddington, Lincoln, Lincolnshire, LN5 9QA

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