We are a boutique financial planning and wealth management company
Working Towards the Same Goal
We are committed to delivering unbiased, professional advice to clients based in London and the South East.
When Mike Hodges launched the company in 1996 his ambition was to create a business that would help time poor professionals to achieve their financial aspirations.
Today, we think and act differently to a traditional financial advisory business. Our advice is completely independent and aligned to your needs. We invest our own money in the Carrington portfolios, which means we take the same journey as you through each new investment cycle. In other words, our interests are totally aligned.
Our focus is on building long-term, collaborative relationships. Working together we can help you to plan for the future and achieve your life’s ambitions. We support you every step of the way, adhering to our values.
Our timeline
Dec 2022
ESG
Planted another 150 trees in the Carrington Forrest
Oct 2022
Award
Listed as a New Model Adviser Top 100 Wealth Manager Firm for 2022
Oct 2022
Publish
Published our first carbon neutral edition of the Club magazine
Sep 2022
Charity
Team completed the South Coast Challenge for Magic Breakfast, raising over £8,400 for the charity
July 2022
Award
Finalists in the 2022 Money Marketing Awards
May 2022
ESG
Offset our 2021 carbon emissions and started the Carrington Forrest
Apr 2022
Hosted
Hosted a Fund Manager coffee morning on the terrace in aid of charity
Jan 2022
Re-Open
Office re-opened for face-to-face client meetings, post-Covid
Nov 2021
Award
Listed as a New Model Adviser Top 100 Wealth Management Firm for 2021
Oct 2021
Award
Awarded a prestigious Gold Standard Award for Independent Financial Advice
Jul 2021
Charity
Took part in the Festival of Endurance raising over £7,000 for Full Circle Fund Therapies
Feb 2021
Hosted
Hosted an “Introduction to Personal Finance”, a webinar covering money matters for the younger generation
Oct 2020
Award
Listed as New Model Adviser Top 100 Wealth Management Firm
Oct 2020
Hosted
Hosted the first of our live investment updates – Market Insights
Aug 2020
Anniversary
Celebrated Ten Years of Carrington!
Jul 2020
Launch
Launched our new education platform – Carrington Top Tips
Jul 2020
Award
Won ‘Financial Advice Firm of the Year’ at the Money Marketing Awards
Apr 2020
Launch
Launched our financial planner – Notes on Life
Mar 2020
Rebrand
Changed our trading name & rebranded as Carrington Wealth Management
Mar 2020
Move
Moved office to One Chapel Place, W1G 0BG
Nov 2019
Award
Listed as New Model Adviser Top 100 Wealth Manager Firm
Jul 2019
Community
Announced our new Charity of the Year, Full Circle Fund Therapies
Jun 2019
Launch
Launched our Sustainable Growth Portfolio
Jun 2019
Award
Mohsin Bukhari awarded the 2019 Trailblazer Award at the Investment Week Fund Manager Awards
Oct 2018
Award
Won ‘Excellence in Client Services’ at the International Adviser Best Practice Awards & New Model Adviser Top 100 Wealth Manager Firm
Oct 2018
Community
Took part in the CISI Financial Planning Week
2017
Award
Won ‘Excellence in Client Services’ at the International Adviser Best Practice Awards & New Model Adviser Top 100 Wealth Manager Firm
Aug 2017
Growth
10 Members of Staff, 220 Clients on Service
Nov 2017
Publish
Welcome to the first edition of the Carrington Club Magazine
Apr 2018
Launch
Launched our commitment to our local communities and Charity of the Year initiative
Oct 2018
Community
Took part in the CISI Financial Planning Week
Aug 2014
Launch
Launched Family Wealth Planning Service
Feb 2014
Launch
Launched a Graduate intake programme – hiring our first Grad
2013
Recruit
Alistair Candlish joined Carrington Investments as a Director
2012
Launch
Launched our Life Planning Service
Apr 2010
Growth
3 Members of Staff, 30 Clients on Service
2010
Move
Moved to Baker Street & launched New Client Service
Explore About Us
The Team
Who Are the People Behind Carrington?
Our dedicated team will work closely with you, and each other, to ensure you enjoy the client experience
