Carter Dawes

Independent Financial Adviser  Carter Dawes I F A Solutions Ltd, Honiton, Devon, EX14 1JP
First meeting at adviser's own cost
I am Devon born and bred and have clients covering large areas of Devon & Somerset, although living in Exmouth most of my clients are East Devon based. I am happy to travel to you and have a relaxed approach to holistic financial planning.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Group Protection/Life Insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Louise Griffin
About us

I am passionate about helping client achieve their goals, be it in relation to savings, pensions, retirement income or inheritance tax planning. I pride myself in offering my clients the reassurance that they have bespoke solutions in place for their needs as well as the protection they require for them and their families. I offer a free initial consultation to see if you think I may be able to help you.

Where to find us
Head office address: Carter Dawes I F A Solutions Ltd, 130 High Street, Honiton, Devon, EX14 1JP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0 mi
We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
 
Independent Financial Adviser 8.4 mi
We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
 
Independent Financial Adviser 11.55 mi
Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.
 
Independent Financial Adviser 12.28 mi
Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.