Do you find that in your day-to-day life you’re so busy using your expertise and skills to help others that you don’t have the time or inclination to do it for yourself?! I think this is natural and why, we at Carrington, go to our own team for planning and investment advice. The good news is you can too! Our award-winning, inhouse investment team are young and dynamic. They are ahead of the curve, innovative trendsetters – just ask about our Sustainable Growth Portfolio – but with a depth of knowledge and experience which comes from having an established Investment Committee to draw on. At Carrington, we all invest our own personal wealth in the portfolios alongside our clients, so we all take the same investment journey together.
I previously worked in the City and was constantly exposed to the latest ‘stock tip’ and ‘insight’ into where I should invest. Over the years my portfolio had grown quite substantially but I simply didn’t have time to manage it. I needed to find a better solution, without as much risk.
My investments were scattered across different providers and I’d taken benefits from some and not others. I needed a way to simplify my affairs. I wanted to adopt a more proactive approach and take charge of my investments without having to look up valuations manually on a daily basis.
I arranged a meeting with Carrington Wealth Management. They took time to understand my needs, what was important to me and where I wanted to be. They then reviewed all of my holdings and arrangements, and recommended I consolidate everything – my pensions and investments – into the one place, a recommended wrap.
As well as taking charge of my investments, the wrap enables me to view my valuations at the “push of a button” through my online access. It provides access to a far broader range of investments than was available through my previous policies. I have a core investment strategy, agreed over with my advisers, which is aligned to my risk tolerance. Given my passion for investing and with full access to the investment team, I feel like I’m totally in control.
Carrington have also made sure my family are looked after, should anything happen to me. I have a protection policy that will provide for my children and cover any inheritance tax liabilities. On their advice and through an introduction I’ve also worked with a solicitor to update my will, which was absolutely necessary and will lead to a significant reduction in the burden of inheritance tax.
I really enjoy working with the team. They are proactive and provide a superior level of service. It’s reassuring to simply ask for things to happen, knowing that it will get done. I have regular reviews throughout the year and look forward to their planning emails and investment commentaries, so I always know where I stand. They also let me explore different investment opportunities, knowing the core of my portfolio is actively managed and sets me on the path to where I need to be.
“I’m always happy to recommend Carrington Wealth. Although I’m an interested and active investor I know that they have the breadth of knowledge, skills and expertise to work with different people across a range of financial situations. They’re capable of providing sound advice across the spectrum of situations and different types of people.”