enquiries@carrickfinancialmanagement.net
0191 217 0007

Investments

investments

Investments

We all want to make our money work harder.

Whether you are new to investments, or an experienced investor not satisfied with your existing arrangements, we can help.

From helping novice investors understand the difference between savings and investments, through to working with investors needing the most complex of investment strategies, we can help you decide what is right for you.

The investment market is a constantly changing environment and we have years of experience in helping both novice and experienced investors to make informed decisions. Some of the most commonly asked questions include:

  • What are safe investments?
  • What’s the best way to invest money?
  • Where’s best for long term investments?
  • Where’s best for short term Investments?
  • Is it worth taking risk?
  • Can I reduce my tax on my savings?
  • Should I go Offshore?
  • What are ISAs and how do they work?
  • Can I invest ethically?

With thousands of investment products on the market, we start by getting a clear understanding of your goals. As independent financial advisers we have a duty to fully appreciate every client’s attitude to risk. Decades of experience has taught us that one person’s definition of risk is very different to another’s and changes according to your age, your personal circumstances and your financial goals.

This is why it pays to have a trusted financial adviser in your corner. The more we know about your circumstances, goals and even your dreams, the more certain we can be of giving you the best advice for your particular needs.

Our team of investment experts apply a consistent and thoughtful approach to your investment strategy. Supported by our relationships with investment research bodies and the latest software tools, we regularly review your portfolio, using market changes and solid data to back up any suggested changes, and clearly explaining the reasoning behind any recommendations.

For more detailed information on our core solutions, sector funds, managed funds, discretionary fund manager relationships and ethical funds policy, come in and talk to one of our investment experts.

When it comes to your investments, the Carrick Financial Management team has your back.

Give us a call on 0191 217 0007 for a no-obligation chat.