Everything we do here at Carrington adheres to our core beliefs: clarity, integrity and transparency. When it comes to looking after our clients’ wealth, we act with the utmost care and provide a service that is genuinely aligned to their individual needs.
Involves showing you exactly where you are today, what you can afford, and when, through the proper management of your finances. We use sophisticated Lifetime Cash Flow modelling to provide you with a complete picture of your wealth.
We act with the utmost integrity in all that we do, which we realise is paramount when it comes to looking after your wealth. All clients are treated with the respect they deserve.
We provide complete transparency on your holdings and the performance of your portfolio. You will have online access to your account and receive regular investment updates on the changes we are making to your portfolio and why.
We believe that by working with the entire team at Carrington you will benefit from:
- Traditional values, with a modern approach
- Independent status ensures an unbiased approach
- The experience to deliver a comprehensive strategy
- A single port of call for all of your financial requirements
- Peace of mind that your affairs are in order
- A reputation you can trust
- Regular communication
- Proactive market bulletins
- Online valuations
- Half yearly reviews (for the Lifestyle Financial Planning service)
If you would like to find out more about the services we provide, please get in touch.