Carey & Johnston
Financial Planning &
Wealth Management
ABOUT US
We are a Northern Ireland based wealth management and financial planning firm. We offer personalised, actionable financial advice to meet your individual needs and enable you to plan for a better future. We have been offering financial advice at 46 Scotch Quarter since the early 1980s, when the office first opened its doors as an agency of the Progressive Building Society.
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Since then we have continued to grow and care for our clients, as we offer reliable and tailored advice for now and the future. Our clients are not only from right across Northern Ireland but a large proportion hail from further afield, so we aren't just watching the pennies; we're watching the cents, and grosz too.​
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We aim to provide first class advice across all the major areas of financial planning that an individual, family, charity, or smaller company is likely to need. Our advice extends from planning for retirement, to savings, investments, estate planning, and protection.
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Why not check out our blog where our team share some of their top tips on getting the most from your financial planning.
OUR SERVICES
INVESTMENTS AND SAVINGS
Wealth arrives in many different forms; legacies, gifts, the sale of a property, a business windfall, or indeed by saving some of your income in a structured and dedicated way. We want to help you make your money work for you to secure a future for you and the people you care about.
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PROTECTION ADVICE
For many people, the most important aspect of their financial planning is to make sure that the people closest to them are financially secure should something go wrong. Whether they want cover in case critical illness strikes, or they're unable to work; or they are taken from their family too soon, we have solutions that can mean that at least financial protection is in place.
RETIREMENT PLANNING
Whether you are employed or self-employed, thinking about how you will fund your retirement years shouldn't only be an important part of your financial planning, but should be factored into your general life plans. Since many people will now be retired for 30 years or more, it's worth taking a little time now to proactively plan for it. Most people realise that they cannot rely on the state pension, even just for the 'basics'. But thanks to the power of compounding and tax incentives, the sooner you begin saving now, the better for your future.
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And when the time to retire has come, we can help you to find the best way to use your resources - fitting your pension funds and other investments together in a way that means you have money when you need it throughout your life, even if funds and stock markets fall as well as rise.
Carey & Johnston is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 126015 at https://register.fca.org.uk/.
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The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
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The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123