CarterDawes IFA Solutions

Independent Financial Adviser  Montana House, Honiton, EX14 1JP
First meeting at adviser's own cost
Helping you plan for your financial future and make those important decisions in life with a holistic approach. I offer bespoke financial advice, believing one size doesn't fit all.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 20th June 2022
Meet our advisers
Jessica Copp
About us

I pride myself in building ongoing professional, trusting, client relationships from the outset. Although based in Honiton, I am more than happy to travel to you.

Our services

Whether regarding pensions and investments to assist your retirement, life insurance and income protection against the unanticipated, or help with inheritance planning, the established plan will suit your individual circumstances.

Where to find us
Head office address: Montana House, 130 High Street, Honiton, EX14 1JP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 20th June 2022

Similar advisers near you

Independent Financial Adviser 0.18 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 6.83 mi
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
 
Independent Financial Adviser 7.44 mi
Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
 
Independent Financial Adviser 10.1 mi
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.