Carr Financial Planning Ltd

Mortgage broker · North Shields · incorporated 2023

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01913 897100 Visit carrfinancialplanning.co.uk

Services mentioned on its website

When we checked carrfinancialplanning.co.uk on 2026-09-13, Carr Financial Planning Ltd mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Carr Financial Planning Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Carr Financial Planning Ltd on the FCA Register →

Questions to ask Carr Financial Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Carr Financial Planning Ltd authorised by the FCA?

Carr Financial Planning Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Carr Financial Planning Ltd mention?

On its own website, Carr Financial Planning Ltd mentions: Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Carr Financial Planning Ltd?

Carr Financial Planning Ltd's website is carrfinancialplanning.co.uk and it lists the phone number 01913 897100.

Does Carr Financial Planning Ltd only work with clients in North Shields?

Its registered office is in North Shields, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.