CarterDawes IFA

Independent Financial Adviser  Montana House, Honiton, Devon, EX14 1JP
First meeting at adviser's own cost
We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
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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Buy my next home
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Equity release
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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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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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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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Taxation planning
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
James Dawes
About us

Honiton Branch in the middle of the High Street

Our services

Good value face to face advice, explained in a way which is clear, concise and not misleading.

Where to find us
Head office address: Montana House, 130 High Street, Honiton, Devon, EX14 1JP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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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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