Grow, protect, and preserve your wealth.
Because it’s what you have, after you have it all, that counts.
Holistic Financial Management
At Carrick, we’re committed to helping you get the most from your wealth.
Understanding the power of money and how to turn it into lasting wealth requires specific strengths and skills. Successfully growing, protecting, and preserving wealth is the true test of any strong financial character.
We understand how hard you’ve worked for your money and as leaders in wealth and capital management, we see our role as a guide leading you towards achieving your financial goals. There is no one-size-fits-all and by truly understanding your dreams, ambitions, and goals we are able to provide you with a bespoke wealth plan to see you safely through life’s journey.
As an independent financial services advisory, we take our role of financial advisers seriously: to ensure your wealth grows, is protected, and is preserved.
Your wealth needs to work hard simply to retain its value.
Your financial plan should take into account the return you require from your investment portfolio to provide for the future needs of you and your family. Just as you are unique, with Carrick your financial plan will be tailor-made with strategies that meet your individual circumstances.
Is your wealth protected from the unpredictability of unexpected life events?
Planning for these situations mitigates risk and alleviates uncertainty. Being prepared will protect your investments and income by insuring against unpredictable circumstances.
You have dreamed, planned, invested, and grown your wealth. You have taken steps to protect it in order that it may continue to grow. Now you need to preserve your wealth for the long term.
By developing the right structures, you will preserve and pass on a legacy of personal and family wealth, and business assets.
Estate planning is an inescapable fact of life but the right financial adviser will guide you through the process and ultimately structure your estate not only for your benefit, but also for that of your beneficiaries. Below are the considerations for estate planning, along with some very good reasons you shouldn’t leave it for a…Read More
Many investors remain uncertain as to whether their investments are aligned with their retirement needs, and how much they are losing to high fees. Would you be able to give a conclusive answer if you had to explain the finer details of your offshore investment portfolio? • What are the fees charged on your portfolio,…Read More
As an expatriate with a UK pension you may be somewhat alarmed by the significant storm that has erupted in the British financial media around the ongoing pension funds deficit crisis and the potential consequences for members of defined benefit (DB) pension schemes, also known as final salary schemes. And rightly so you should be,…Read More
Because it's what you have, after you have it all, that counts.