Carey & Johnston

Financial Planning &

Wealth Management

One of Northern Ireland's leading wealth management experts. We offer personalised,

tailored financial advice to meet individuals' needs and enable you to

plan for the future.

 

ABOUT US

Financial advice has been available from 46 Scotch Quarter from 1981 when Sydney Johnston opened the agency for the Progressive Building Society.

Having subsequently built a Financial Advice business, Sydney retired in 2012. From the foundation he laid we have grown with our clients, and are continuing to offer advice. Our clients are from all over Northern Ireland and further afield. 

We aim to provide first class financial advice across all the major areas of financial planning that an individual, family, or smaller company are likely to need. Our advice extends from planning for retirement, to savings, education costs, and estate planning.

Check out our blog for our advisers' top tips on getting the most from your financial planning! Click here

OUR SERVICES

INVESTMENTS AND SAVINGS

Wealth arrives in many different forms; legacies, gifts, the sale of a property or business, or indeed by saving some of your income in a structured and dedicated way over many years. We want to help you put your capital to work in a way that helps to secure a future for you and the people you care about.

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.

RETIREMENT PLANNING

Whether you are employed or self-employed, thinking about how you will fund your retirement years should be an important part of your financial planning. Most people realise that they cannot rely on the state for more than the basics.

 

TESTIMONIALS

"We have been clients with this firm for over thirty years. We are completely satisfied with the financial help and guidance given in a professional, competent, friendly way - no hard sell."

J & D McCormick

 

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/.

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:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk