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Financial Planners

Carrington Wealth Management

Carrington Wealth Management is a financial services company based in London, England. They specialize in providing expert financial planning services to their clients. With a team of experienced financial planners, Carrington Wealth Management is dedicated to helping their clients achieve their financial goals. They offer a range of financial services designed to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a child's education, or looking to invest your money, Carrington Wealth Management can help you make informed decisions and achieve financial success.

Introduction to Carrington Wealth Management

Carrington Wealth Management is a financial services company based in London, England. The company was founded in 2008 and has since been providing top-notch financial planning and management services to clients. What sets Carrington Wealth Management apart from other companies in the industry is their personalized approach to financial planning. They understand that each client has unique financial goals and they work to create tailor-made plans that suit each client's individual needs.

Services & products

Carrington Wealth Management offers a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also provide clients with access to a diverse range of investment products, including stocks, bonds, and mutual funds. Clients can expect personalized attention and guidance from experienced financial planners that will help them achieve their financial goals.

Location

Carrington Wealth Management is located in the heart of London, in the area of Marylebone. This area is known for its charming streets, boutique shops, and upscale restaurants. Clients can expect to find a variety of businesses in the area, ranging from luxury brands to small independent shops. The nearest public transportation options to the office are Bond Street tube station (0.2 miles), Oxford Circus tube station (0.5 miles), and Marylebone train station (0.5 miles).

Benefits

Clients who choose Carrington Wealth Management can benefit from the company's personalized approach to financial planning. The team of experienced financial planners at Carrington Wealth Management takes the time to understand each client's unique financial situation and goals, and then creates a customized plan to help them achieve their objectives. The company's commitment to transparency and communication ensures that clients are always well-informed and up-to-date on their financial status.

Good to know

Clients should be aware that Carrington Wealth Management is a fee-based financial planning firm. This means that clients pay a fee for the services they receive, rather than the company receiving commissions from investment products. This approach ensures that there are no conflicts of interest between the company and their clients, and that clients receive unbiased advice.

Reviews

Customers have raved about the personalized approach to financial planning offered by Carrington Wealth Management. Clients appreciate the attention to detail and the customized plans that are created to help them achieve their goals. The company has received high marks for their professionalism and communication skills, with clients feeling well-informed and confident in their financial future.

Amenities

  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services such as retirement planning, investment planning, tax planning, estate planning, risk management, and more. Our team of financial planners works with clients to identify their financial goals and create customized plans to achieve them.

How do you customize financial plans to fit individual clients?

We believe that every client is unique and has different financial needs and goals. Our financial planners work closely with clients to understand their current financial situation, identify their goals, and create a customized plan that is tailored to their specific needs. We take a comprehensive approach to financial planning and consider all aspects of a client's financial situation to create a plan that is right for them.

What are your fees and how are they structured?

Our fees are based on the services provided and the complexity of the financial plan. We offer a transparent fee structure and work with clients to understand their needs and budget. Our fees are based on an hourly rate, a project fee, or a percentage of assets under management. We believe in providing our clients with value for their money and strive to keep our fees competitive.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and experienced professionals who hold advanced degrees in finance, accounting, or related fields. They also hold industry certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). We are committed to providing our clients with the highest level of expertise and professionalism.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references or testimonials from satisfied clients. We are proud of the relationships we have built with our clients and are happy to share their feedback. We believe in transparency and welcome any questions or concerns that potential clients may have.