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  11. CarterDawes

CarterDawes

Independent Financial Adviser  Carter Dawes I F A Solutions Ltd, Devon, Honiton, EX14 1JP
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FCA authorised
Last authorised 29th March 2021
Simple straightforward advice with no jargon
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 & 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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OEICs
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Offshore investments
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Socially responsible investments
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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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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
Meet our advisers
MRS Louise Griffin
About us

We are a firm of independent financial advisers offering bespoke planning on investments, pensions, Inheritance tax and protection. We offer a holistic service,looking at all your financial arrangements, and how they will fit into your life plans and goals.
We are proud to treat every client in the same way and apply the same rigorous process to the management of their money no matter whether their portfolio is large or small.
If you are just starting work and beginning pension planning or closer to retirement and want to know your options we can help. We have a wealth of experience in all areas of retirement planning and can advise you on the most appropriate route for your needs.
Whether you are starting out on your advice journey or looking for a new adviser to manage your existing arrangements we could be the company for you.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Carter Dawes I F A Solutions Ltd, 130 High Street, Devon, Honiton, EX14 1JP

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