Carrick Financial Management are a locally owned company, employing over 10 staff and currently listed as one of the largest Independent Financial Advisory (IFA) firms in North East England. Ever since Carrick Financial Management was established in 2001, one simple principle has underpinned our approach to business that is to ask ourselves, “How would we want to be treated in this matter?” In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes we achieve on their behalf. We believe it is an approach that works. By applying our expertise to the opportunities and challenges our clients face, we build a bond with them, deliver realistic solutions and constantly strive to exceed their expectations. Our aim is to ensure the long-term prosperity of our clients. This means that no matter how straightforward or complex their circumstances may be, Carrick Financial Management can help. Clients often describe us as; approachable, trustworthy, reliable, honest, considerate, focused, dedicated and affable. Not everyone’s financial advice is independent. Ours is.