Carter Dawes Ltd.

Independent Financial Adviser  The Flat, Billericay, Essex, CM12 9HP
First meeting at adviser's own cost
If you are looking for an approachable and proficient team of advisers who will listen carefully to what you want to achieve with your finances, you have come to the right place.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Sam Edwards
About us

The architects of good investment. We are experienced and well-qualified IFAs; professional, friendly and impartial. Firmly believing in the power of bespoke financial planning, we all share a desire to help our clients make the most of their money and enable them to make those important decisions in life with confidence.

Our services

We offer bespoke financial planning, looking at every aspect of your life and providing tailored recommendations accordingly.

Whether this is regarding pensions and investments to help with your retirement, life insurance and income protection against the unforeseen, or help with inheritance planning, we fit the pieces together to form seamless and cohesive advice.

Just as every client is different, every plan we put together is different too, carefully crafted to meet your goals and ambitions in life and to suit your particular circumstances.

However, we also place great importance on treating every client in the same way so we apply the same rigorous process to the management of your money whether your portfolio is large or small.

Your initial consultation is always free to enable you to make sure you feel we are right for you. We also pride ourselves on the fact that we are able to offer fully independent advice as we not tied to any particular product or provider.

Where to find us
Head office address: The Flat, Rettendon, Essex, CM3 8DW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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