Our Services

Shaun Carr Financial Services offer fully independent financial planning advice specialising in investment and retirement planning. Qualified by way of examination and permitted by the Financial Conduct Authority to provide pension and investment advice for all clients. Our purpose is simply to provide sound, impartial investment advice both up to and in retirement.

Independent Advice

We offer truly independent financial advice, with no ties to any banks or other companies.

Protection

There are many different ways to protect your family and your standard of living when you need it most.

Savings

Our aims are to help you provide for your future needs, and to protect you against unexpected causes of expenditure.

Pensions

Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

Auto-enrolment

The law on workplace pensions has changed. All UK businesses, who employ at least one member of staff, must now put a workplace pension scheme in place – and contribute towards it.

Investments

Whether you are looking at investing in a pension, an investment bond or perhaps using a New Individual Savings Account (NISA) you might consider using investment funds.

Our People

Our People

With over 30 years in the financial planning industry, our Principle adviser Shaun Carr is ideally placed to provide advice to all clients looking for unbiased independent financial advice. Specialising in Investment and Pension advice, Shaun is Diploma qualified and directly authorised by the FCA.
Albert Jacobs
Albert Jacobs
Founder & CEO
Tonya Garcia
Tonya Garcia
Account Manager
Linda Guthrie
Linda Guthrie
Business Development

Happy Customers

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For sound, impartial investment advice, start the conversation today

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