0191 217 0007

Carrick Financial Management is one of the largest locally owned Independent Financial Advisory firms established in Newcastle in 2001. Our aim is to ensure the long-term prosperity of our clients, however straightforward or complex their circumstances may be.

We provide face to face advice and help on selecting the most appropriate Investment Plan, Mortgage, Life Insurance and Pension/Retirement Planning.

What we do



The big questions you have to ask yourself before you take any steps to plan for your retirement, are: What...
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It is our role as financial advisers to identify the most suitable investment solution for your individual needs. There are thousands...
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Inheritance Tax Planning

Inheritance Tax Planning

Inheritance tax (IHT) has traditionally been seen as a tax only for the very wealthy. However, with a threshold of...
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Recent News

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