enquiries@carrickfinancialmanagement.net
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

individual-pensions

Pensions

The big questions you have to ask yourself before you take any steps to plan for your retirement, are: What...
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investments

Investments

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

8 Jun
No more heroes anymore? Whatever happened to Leon Trotsky, Sancho Panza and Elmyra? …or in other words, if you’re holding out for a new financial...
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Not everyone’s financial advice is independent. Ours is.