About Us

Carrmichaels are independent financial advisers who aim to provide a friendly and professional approach to financial planning. We try to develop a long-term relationship with you by offering an ongoing review service to help you achieve your objectives. We believe it is vitally important that your investments and pension funds are regularly reviewed and tracked and we aim to do this.

We offer independent financial advice and we communicate this in a friendly and easy to understand way.

Our financial review service includes retirement planning, lump-sum investing, savings, portfolio planning and pensions.

Our offices are located in the village of Waddington, near Lincoln adjacent to free car parking.

We work on a fee-based model with any costs being discussed before they are incurred. The first consultation is free of charge and this can take place in our office or at your home either in the day or in the evening. It is your choice!