We provide a comprehensive range of solutions for clients including financial planning, pensions and investment advice.
We come to work every day to help our clients, that is what motivates us.
We put the client at the centre of everything we do. We recognise that no two people have identical financial circumstances, which is why we customise our solutions to meet the individual needs and goals of each client. In providing advice, our Advisers go through the process of wearing three hats.
Whether you are seeking an expert team to actively manage your investments or you require a comprehensive financial plan to support your goals and aspirations, we can help.
All of our services are provided on a fee basis, agreed with you in advance, without any hidden extras.
Life Planner
Wearing the Life Planner ‘hat’ we find out what is important to you, what your goals are and how you want to live your life. We want to know what interests you, your dreams and what fears you may have. We want you to think outside of the box.
Financial Planner
We then identify your resources wearing our Financial Planner hat. We collate and go through the Financial Forecasting to give you clarity over your future. We use a Lifestyle Design Planner and are meticulous about building an accurate picture of expenditure and income to produce an overall plan of the steps needed to achieve your desired lifestyle.
Financial Adviser
The last hat we wear is that of the Financial Adviser. In order to support your forecast we may recommend and set up financial products, such as a pension or ISA. Alongside our in-house investment team, we make product and investment recommendations to support and execute your life plan.
How we work with you
Carrington Wealth Management is a trading style of Carrington Investment Consultants Limited which is authorised and regulated by the Financial Conduct Authority No. 566946. Registered office: One Chapel Place, London W1G 0BG. Registered in England No. 3193939. The content on this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. For information on our complaints policy, please click here. To view our privacy policy, click here.