Carter Dawes Ltd.
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.
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.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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