John Carrick Email & Phone Number

I have organised my business around financial planning, investment planning and tax regulation that feel instinctively right for individuals and growing business owners and entrepreneurs. My fundamental approach stems from a passion for helping create wealth for individuals and their families and enabling them to access affordable services that provide real added value throughout their life. I believe that individuals should be in control of their financial life-plan at all times, have a vision for the future and be able to access to an affordable, sound and trusted platform to brainstorm issues and find solutions. I have an understanding for the services and products that are right for their size and growth patterns and lifestyle choices. I know that individuals increasingly want transparency on fees and commissions. I also provide complementary professional and personal financial services, backed by sound, expert advice, and I am constantly innovating my service offering. I have over 20 years' experience in retirement, investment and estate planning and have presented seminars to individuals from all over the country.I offer a without obligation consultation to review your circumstances and to agree the type of services you would require now and in the future, and what financial solutions would be appropriate to you. SpecialtiesInvestment Planning, Retirement Planning, Pension ReviewsInheritance Tax MitigationTrust and Estate Planning,Onshore and Offshore Investment Planning Business Financial StrategiesProviding an ongoing financial relationship with my clientsDiploma in Financial Services My typical clients are:- Entrepreneurs; High Earning Executives; Retired Private Clients.Trusts are not regulated by the Financial Conduct Authority.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. Trusts are not regulated by the Financial Conduct AuthoritySJP Approved 11/01/2024

Listed skills include Inheritance Tax Planning, Retirement Planning, Wealth Management, Pensions, and 12 others.