Nicholas Carroll & Financial Associates

Nicholas Carroll & Financial Associates Nicholas Carroll & Financial Associates is a financial planning practice based in Dorset. SJP Approved 23/07/2025

We provide a holistic financial planning service, ranging from mortgages, retirement to investment planning, as well as protecting you and protecting your estate. Your home may be repossessed if you do not keep up repayments on your mortgage. Nicholas Carroll & Financial Associates is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised an

d regulated by the Financial Conduct Authority). Nicholas Carroll & Financial Associates is a trading name of Nicholas Carroll & Financial Associates Ltd.

Top work Norton 👏🏻👏🏻👏🏻
20/05/2026

Top work Norton 👏🏻👏🏻👏🏻

06/05/2026
28/03/2026
26/01/2026

Welcome to another week!

This time tomorrow, Financial Advisor Nick Carroll will be at the hub for the first of his financial drop in clinics.

Nick will be here from 10am util 1pm and is ready to answer all of your personal and business related finance questions.

No need to book, just drop in. The kettle will be on and we're looking forward to seeing you.

Nicholas Carroll & Financial Associates

12/11/2025

Join us for the Life & Soul Walking Club this Saturday, 15th November!

We’ll be setting off from The Lugger Inn for an hour’s walk, then heading back for a warm welcome (and a cuppa!) at the Village Cafe (At The Lugger)!

Come along and enjoy good company, fresh air, and a great start to your weekend!

See you there!

27/08/2025
Another great meeting with a great presentation from Simon Jubb of A3C Safety Management about things health and safety....
22/08/2025

Another great meeting with a great presentation from Simon Jubb of A3C Safety Management about things health and safety.

He’s your guy if you need workplace or workforce safety management.

Not particularly happy about the ‘C’ word being mentioned but we’ll let it slide this time.

15/08/2025
Proud to be part of this! Huge credit to Christopher Philbrick and his team at CJ Mortgage Hub Ltd for organising the du...
14/08/2025

Proud to be part of this!

Huge credit to Christopher Philbrick and his team at CJ Mortgage Hub Ltd for organising the duck race and raising some well needed funds for The Veterans Hub Weymouth & Portland CIC.

Can’t wait to see the outcome of the duck race!

There’s still time to get involved, buy your ducks using the link below;

https://donorbox.org/duck-race-772213?utm_medium=qrcode&utm_source=qrcode

A big thank you Nicholas Carroll & Financial Associates for their generous donation of 2 bottles of wine and a free financial health check worth £56 to our Big Rubber Duck Race! 🍷🦆

Nicholas Carroll & Financial Associates are dedicated to helping individuals, families, and businesses achieve their financial goals through personalised, one-to-one advice that continues throughout life’s journey. They pride themselves on making financial planning accessible, supportive, and tailored to your needs.

Their services cover everything from investment and retirement planning, to protection planning, corporate services, and intergenerational wealth management — ensuring your finances are built, protected, and preserved for the future.

📍 Based in Weymouth, they work closely with the community to nurture and review your goals regularly.
🌐 ncfa.uk

Thank you for supporting our event and helping us raise money for The Veterans Hub Weymouth & Portland CIC 💙

To buy your ducks follow this link: 🦆

https://donorbox.org/duck-race-772213?utm_medium=qrcode&utm_source=qrcode

Another great meeting this morning, learning all about Paul Hines’ business Carbon Strategic Management Group Ltd and th...
18/07/2025

Another great meeting this morning, learning all about Paul Hines’ business Carbon Strategic Management Group Ltd and the commercial offerings they have for all things energy.

If anyone feels they would benefit from visiting on a Friday, please reach out, we’d be happy to have you.

Thank you to Adam Luckhurst and his team over at Crabber’s Wharf for providing us with such a great venue for our evenin...
11/07/2025

Thank you to Adam Luckhurst and his team over at Crabber’s Wharf for providing us with such a great venue for our evening of networking.

Truly amazing!

Address

Weymouth
DT49DN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+447538047566

Alerts

Be the first to know and let us send you an email when Nicholas Carroll & Financial Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share