Wealth & Money Management Awards 2015

Best Regional Financial Planner – Northern Ireland

Carrington Wealth Management LLP is a firm of independent financial planners based in the Cathedral Quarter in Belfast city centre.  It was founded in 2008 by Steve Laird, who has over 22 years’ experience in the profession and is one of Europe’s best-qualified advisers.

Many of our clients are based in Northern Ireland but we also look after people on the mainland and in Spain, where Steve has been advising expats for 10 years.

Lifestyle Planning is the key to our success – helping our clients to identify and then to achieve, with careful planning, their chosen lifestyle without the fear of ever running out of money.  We all have a limited amount of time left so we provide a comprehensive advice and planning process which will help you to answer vital questions like:-

How soon can I begin spending less time doing the things I no longer enjoy and more time doing the things that really matter?

What do I need to do to ensure I never run out of money?

How can I be sure my family is financially secure no matter what happens?

How much money is enough to live the life I want without ever running out?

We believe that until we know you we’ve got no right to tell you what to do with your money. For that reason our process is led by finding out as much as possible about you & your goals and then helping you to achieve them through regular, detailed planning. After that, only when it’s necessary to do so, we will use our expertise to recommend the most suitable financial products to facilitate your plans.

Lifestyle planning is wealth management done properly.  Your life is not a rehearsal so don’t settle for less!

www.financialadviserbelfast.com