enquiries@carrickfinancialmanagement.net
0191 217 0007

Here at Carrick Financial Management we aim to arm you with the knowledge and understanding to make the right financial decisions for your circumstances.

Whether you need individual, family or corporate advice, we cut through the jargon and make the world of pensions, pension transfers and investments easy to understand.

What we do

Pension Transfer

Occupational Pension Transfers

Many of our conversations with clients start with the question ‘Should I transfer my pension?’ Pension transfers are a complex...
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individual-pensions

Pensions

It’s official. We’re living longer. The Office for National Statistics say that millions of people will spend over one third...
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investments

Investments

We all want to make our money work harder. Whether you are new to investments, or an experienced investor not...
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Recent News

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Not everyone’s financial advice is independent. Ours is.