Scott Macalister (Carrick Financial Management)

Independent Financial Adviser  21 Charlotte Place, Newcastle upon tyne, Tyne and wear, NE1 1RH
First meeting at adviser's own cost
Simple, straightforward and jargon free advice. First meeting is free with no obligation.
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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Buy my next home
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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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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
9.4/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Scott Macalister
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

At Carrick Financial Management, we offer an extensive range of expertise and financial specialisms, to which all of our clients have access. Our team of highly qualified advisors has a combined 120 years of experience, ensuring that all our clients financial objectives can by realised through relevant solutions. We provide flexible, face to face appointments in your home, our office or your own workplace, to suit your lifestyle. The initial appointment to assess your needs, is at our expense.

Our services

We provide a thorough, professional and friendly, financial advice service to all our clients, and the principle which has underpinned our approach is to ask ourselves, 'How would we want to be treated in this matter'. Any advice provided, or products recommended are fully researched to ensure our clients are consistently receiving quality and value for money in line with their requirements.

Where to find us
Head office address: 21 Charlotte Place, Longbenton, Tyne and Wear, Newcastle Upon Tyne, NE12 8NF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 28th September 2020

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