Flexible plans that adjust to your evolving needsWealth plans that adapt with you.
Welcome to Carrington Asset Management Ltd
At Carrington Asset Management Ltd, we take our responsibilities to act in the best interest of all our clients very seriously. These fiduciary responsibilities are part of our core beliefs and have not changed since day one. By thoroughly getting to know you and understanding your situation and unique circumstances, we can create a plan that perfectly matches your needs and will adjust with you as you grow or your situation changes. Your life experience will not be linear, and there will be unexpected events and opportunities along the way that will affect what it is you want to achieve. Sometimes these events are planned, such as a wedding or a birth, and sometimes they are not, for example, redundancy or illness.
Either way, your financial plan must be flexible enough to overcome any challenges that lie ahead.
What we do
Heartfelt advice
While we occasionally work with other professional organizations to provide services that we do not offer, such as legal or tax advice, we are not financially tied to any other company or organization. This allows us the freedom to search the world for the best products and opportunities to best match the needs of our clients and not be dependent only on those of an affiliated company or parent financial organization.
When potential clients approach us to assist with their financial lives, we understand that they are putting their trust in us and expect us to adhere to the highest ethical standards and protect and grow their savings in return. This is an undertaking that we believe is at the heart of who we are and what we do.
Risk
Risk surrounds us and is a part of everything we choose to do – and not to do. If they do not already, everyone should fully understand that investing brings a degree of risk. The level of risk that each investor is comfortable with will vary and will be discussed at the getting to know you stage. People with a longer investing timeline can accept more risk – as time allows for inevitable ups and downs. Those with less time generally tolerate less risk, as it's more challenging to recoup losses in a limited timeframe. Other factors will also affect this decision, and ultimately, it is a personal decision based on individual circumstances. Whatever risk tolerance is agreed upon, we will build a plan that is in harmony with all specified needs, objectives, and requirements
Charitable Giving
We manage a portion of the financial assets of several charitable and non-profit organizations. As one element of our pledge to give back to those clients, we refund part of their income back to them or other organizations they support.
Our Clients
Families and Individuals
Whether you're anticipating retirement, planning for a multi-generational family, have received an inheritance, or simply building your wealth, we have the plans in place to achieve the outcomes you desire. All plans and portfolios are created to address each client's unique circumstances, needs, and objectives.
Learn MoreOrganizations
When catering to the differing needs of organizations, charities, non-profits, and associations, we use the same tailored approach to address their requirements specifically. By passing the burden of financial management to a professional company such as Carrington Asset Management Ltd, your organization can remain entirely focused on achieving your main goals.
Learn MoreOur Company
Carrington Asset Management Ltd is proud to have remained independent since our founding in 2016.
We manage a portion of the financial assets of several charitable and non-profit organizations. As one element of our pledge to give back to those clients, we refund part of their income back to them or other organizations they support.
