William Carey IFA

Independent Financial Adviser  Wiliam Carey Independent Financial Adviser, Colne Way, WD24 7ND
First meeting at adviser's own cost
Clear, simple, easy to understand solutions with 24/7 support. Weekend and out of office hours service .
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Liam Carey
PRINCIPAL

This unit concentrates on products, services and legislation that inform the financial planning and advice process.

What our clients say
What were the circumstances that caused you to look for a IFA? I was looking to invest some money obtained through a property sale aswell as transfer two old pension funds to a new one. Further down the line my partner and I were looking for a mortgage along with critical illness cover. How did Liam Carey help you? Liam gave me sound advice for investing a lump sum following the sale of my flat and I was very happy with the interest made on the ISA and savings account. Liam and his colleague also gave us a variety of options for a mortgage and critical illness cover before swiftly arranging them with our chosen providers. I also have a new personal pension plan arranged through Liam which included the transfer of two old work pension funds. Liam continues to manage my financial affairs through the review of my savings when required and we will be requiring his assistance to review our mortgage regularly too. What is your current situation? Have you seen the outcome you were hoping for? So far I have been very pleased with the advice provided by Liam.
Alison, Essex
What were the circumstances that caused you to look for a IFA? To gain accurate information and advice about savings, pensions and mortages. How did Liam Carey help you? Producing all the information i required to make a decision. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Not sure really. All that i needed was supplied.
John, Hitchin, Herts
Advice was excellent, very helpful
John L, Watford
What were the circumstances that caused you to look for a IFA? Retirement. How did Liam Carey help you? Advice on the above. What is your current situation? Have you seen the outcome you were hoping for? Currently happy baring in mind we're on fixed income which is not future proof.
William, Essex
I contacted Liam to arrange some family and loan protection for me and my wife. I found his product knowledge and all round service as excellent and have had no issues recommending to other family members. As someone who also works in this industry I have good awareness of standard levels of service and felt Liam far exceeded these. What could they have done better? I could not fault Liam on any aspect of the service provided for me.
Richard, Herts
About us

I have 20 years+ experience across the full range of Financial planning.An Adviser with Julian Harris Consultants network

Our services

Investments, Protection, Mortgages, Pensions

Where to find us
Head office address: Wiliam Carey Independent Financial Adviser, 502 Wenta Business Centre, 69-71 Clarendon Road, Colne Way, WD24 7ND
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Liam Carey is an adviser with Julian Harris Consultants authorised and regulated by the Financial Conduct Authority NO 153566
Registered Office: Julian Harris House, Musgrove, Ashford, Kent TN23 7UN

Response rating
7.0/10
check
FCA authorised
Last authorised 29th November 2021

Similar advisers near you

Independent Financial Adviser 0.33 mi
With 20 years of working within the financial services profession, I often think that money is not hugely important or interesting to most people. Instead, it is probably what your money can do for you that is of more interest to you and making sure that you have enough and will not run out. We help our clients grow and protect their wealth. The first step is to arrange a call to see how we can help you understand and achieve your financial freedom.
 
Independent Financial Adviser 1.21 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 1.21 mi
Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
 
Independent Financial Adviser 1.78 mi
Helping individuals over 50 and business owners live a life of adventure and retire without financial stress