About Us

Our Firm

If you are going to place your trust in us, you want to know who we are and what we stand for. 

Not everyone’s financial advice is independent, but ours is. Carrick Financial Management has been in business since 2001, our team has over 125 years  of experience between us, and we are one of the largest independent financial advisers in the North East. We are all members of the Chartered Insurance Institution.

We have one aim – to help you make the most of your money.

We start by getting to know you, your circumstances and what you want out of life, so we can help you make the right financial choices.

The children and even grandchildren of our original clients still come to us for support and advice, which we think speaks volumes about our customer service.

So that’s enough about us, how about you? If you are looking for straightforward, transparent and trustworthy advice, give us a call on 0191 217 0007 or email enquiries@carrickfinancialmanagement.net

Complaints Awareness:

We are committed to providing products and services of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you.

If you have a complaint make sure you contact us at our head office at the address or via number below. We will usually respond to you within five business days.

We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we’ll write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response.

If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you are dissatisfied with our response, you can ask the Financial Ombudsman Service www.financial-ombudsman.org.uk for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.

Contact us

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