Carey & Johnston

Financial Planning &

Wealth Management

A leading light of Northern Irish wealth management. We offer personalised,

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

plan for the future.

 

Don't miss our blog. We've given license to our advisers to share their top tips on getting the most from your financial planning.

ABOUT US

Financial advice has been available from 46 Scotch Quarter since Bucks Fizz were making their minds up in 1981. Then it was Sydney Johnston who began the story as an agency of the Progressive Building Society.

Sydney retired in 2012, but had by then built a reputable Financial Advice business. From this genesis we have grown with our clients, and are continuing to offer advice through these turbulent present times. Our clients are not only from right across Northern Ireland, a large proportion hail from further afield. We aren't just watching the pennies; we're watching the cents, and grosz too.

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

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OUR SERVICES

INVESTMENTS AND SAVINGS

Wealth arrives in many different forms; legacies, gifts, the sale of a property or business, crocks of gold at the end of a rainbow, 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.

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; they're unable to work; or they are taken from their family too soon, we have solutions to suit. Think of this as your financial bodyguard.

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. You could 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 for more than the basics. But thanks to the power of compounding and generous tax policies, a little saving now can go a long way in the future. Annuity or drawdown; we can help you make head and tail of it all.

 
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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

 
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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