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Looking for an expert Financial Advisor in Belfast?
Welcome to Carrington Wealth Management
About Us.
We are Financial Advisers based in Belfast and offer a range of bespoke financial planning services.
With over 25 years' combined experienced, Carrington Wealth Management has built an excellent reputation for providing financial and investment advice in and around the Belfast area, as well as further afield in the rest of the UK, particularly London, and Spain.
We believe we are the leading bespoke Financial Planners in Belfast, helping our clients to achieve their lifetime goals in a friendly yet professional manner.
We work with a wide range of clients ensuring we take the time to understand your requirements and then working with you every step of the way by provide a strategy, reviewed regularly, which is best suited to your needs.
So if you are looking for an expert Financial Adviser in Belfast or Financial Planners in Belfast , Financial Planners in London or Spain* then call us on 02890 333 322 and we will be happy to help you.
How we can help you
| Your problem | How our skills can help | The benefit to you |
|---|---|---|
| You are retiring and don't know where to invest your capital for safety and income | Our investment expertise will ensure that you make the most of your hard-earned savings and are able to enjoy a financially comfortable retirement | The peace of mind, which comes from knowing that you can continue to enjoy the lifestyle you want |
| You already have some investments and aren't sure if they are performing as they should or as you need them to. Maybe you haven't reviewed them each year? | A thorough analysis of your portfolio to ensure that it is tailored to your needs for income and/or growth, regularly reviewed to take account of any changes in your circumstances as well as world events. | You can relax in the knowledge that your income and growth are being maximised without have to take any more risk than you need to. |
| You think that you may be paying too much tax. | A comprehensive review of the opportunities for you to pay less tax, without compromising your income and security. We can refer you, where appropriate, to some of the UK's leading tax and legal experts | More of your income and/or growth is available for your own and your family's benefit, not the Chancellor's. |
| You are retiring/moving to Spain and know little about the laws there. You want to do the right thing without complications. | Our principal has years of experience in advising clients in Spain in how to generate more income and pay less tax. | There is no need to pay more than 18% tax on your investments so there's more for you to enjoy. |
| You have accumulated a great deal of wealth and want to preserve it for your own enjoyment and for future generations. | We can produce a bespoke plan to enable you to mitigate your tax liability and yet retain control of your funds | For once, you may be able to have your cake and eat it! |
If you have needs in any of these areas and or you are looking for a Financial Advisor in Belfast, a Financial Adviser in London or a Financial Advisor in Spain then contact us now. We do not charge for an initial discussion - either in person, by telephone or by e-mail. Tel: 02890 33 33 22 Fax 02890 33 33 60.