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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Protection/Life Insurance
Response rating
9.8/10
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FCA authorised
Last authorised 20th January 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

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
9.8/10
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FCA authorised
Last authorised 20th January 2020

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