Families and Individuals
Families and Individuals
Carrington Asset Management Ltd specifically tailors each strategy to each client's unique and individual situation, needs, and goals. We carefully listen to you to understand your aims and ambitions, plans for the future, attitude to risk, and current and anticipated needs.
Our approach is as individual as each client, with unique strategies and techniques to plan for a successful financial future.
Whether you are looking to diversify a concentrated holding of stock options, have inherited money, sold a business, have an existing portfolio you want professionally managed, wish to prepare for retirement, establish a legacy through estate planning, or simply grow your wealth, Carrington Asset Management Ltd has the solutions you need.
Services
Investment Management
Carrington Asset Management Ltd specifically tailors each portfolio to the unique and individual situation, needs, and goals of each client. We carefully listen to you to understand your aims and ambitions, plans for the future, attitude to risk, and current and anticipated needs.
Financial Planning
A comprehensive financial plan helps you keep on top of your income, expenses, and investments, ensuring you are always in control and prepared for whatever challenges life presents and clearly understanding the action you will need to take to reach your goals.
Retirement Planning
Growing old can be expensive, and inflation will only make it more so. Not having enough money to sustain future expenses can cause stress and worry, so having a retirement plan ensures financial stability in your later life without depending on others.
Offshore Investments
Offshore investments allow you to legally take advantage of opportunities that aren't available in the country or region where you live or work. As many pension funds include them, you may already be investing offshore without even realizing it.
Expat Services
Whether you move to a new country for work, retirement, or in search of a new adventure, Carrington Asset Management Ltd advisors and our external experts can steer you through the expat journey with bespoke, tax-efficient solutions that help you live the expat life to the fullest.