John Carrick

BA Hons ACII DipPFS, Chartered PFS Fellow

I have devoted my working life, now spanning almost 30 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised and widely used financial institutions in the UK, gaining numerous qualifications and awards along the way.

About

In October of 2010, I was invited to become a Partner Practice of the award-winning St. James's Place. It is with great pride that I have since been awarded Senior Partner status in February 2020.

My focus is on maintaining a life-long trusted relationship with clients, offering a wealth management, retirement and financial planning service which is grounded in the highest professional standards. In an age where ‘one size fits all’ is becoming standard practice, I recognise that each of my clients is unique and deserves a bespoke, personalised service, tailored to their own individual financial needs, circumstances and future aspirations.

I very much enjoy working closely with all of my clients, building relationships based on trust and a thorough understanding of their finances. This ensures that I am ideally positioned to provide the advice that is needed, when it is needed.

My decision to set up my own business and join St. James's Place as part of the process places me in an ideal position to provide my clients with the level of service they deserve.

Outside of work I enjoy spending time with my family, gardening, tending to my chickens, walking two dogs, Ella and Winston, through the Dorset countryside, sea kayaking and fishing, ceroc dancing, watching my favourite football team and generally being outdoors.

John specialises in:

  • Wealth Management
  • Pension Planning
  • Inheritance Tax Planning
  • Investment Planning
  • Retirement Planning/Income (Annuities, Drawdown)

  Qualifications

  •  Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Life and Pensions
  • Award in Long Term Care Insurance
  • Certificate in Mortgage Advice
  • Certificate in Equity Release
  • Fellow of the Chartered Insurance Institute

 

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

John Carrick Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC386060 Registered Office: Swan Cellars, Market Place, Sturminster Newton, Dorset, DT10 1AR.