Carter Dawes Ltd.

Independent Financial Adviser  The Flat, Rettendon, Essex, CM3 8DW
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 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
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.28 mi
Financial advice, focused on you.
 
Independent Financial Adviser 0.37 mi
North Essex based, Fully independent advice at a location convenient to you. Contact us for a free impartial review.
 
Independent Financial Adviser 0.53 mi
Why is Independent Financial Advice important? Well not all the best people work for the same company and one company does not have all the best products and services. Add this to the fact that when comparing products and services we are also comparing costs to ensure that we are recommending the best products at the best price. Whilst tied advice offers you a product which is the best of what they have, it may not be the best available from the whole of the market and may not be at the best price. Get in touch with us to see if we can help. If we cannot improve on what you have we will tell you this. If what you have is great we will tell you this. There is no initial consultation fee to understand what you have and what you need. Fees are only payable if we believe that we can make a difference and you instruct us to implement this plan.
 
Restricted - whole of market 0.53 mi
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him