Carterdawes IFA Solutions Ltd

Independent Financial Adviser  Montana House, Exeter, Devon, EX2 5WS
First meeting at adviser's own cost
Shane Cox is an experienced Chartered Financial Planner providing unbiased and affordable advice across Exeter and the South West.
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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Next home / Remortgaging
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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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Investment trusts
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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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Regular savings
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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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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Shane Paul Cox APFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This unit covers common types of products and schemes, the legal and regulatory framework, factors affecting the value of commercial property, risk management in the various commercial sectors, information gathering, affordability, suitability and breaches of payment.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
About us

CarterDawes was established in 2002 with a commitment to independent, unbiased advice.
We are truly Independent, and are fiercely committed to remaining so. This was the driving reason behind the establishment of our practice, and a major factor in why a large proportion of our work is now introduced by other Professionals, such as Solicitor and Accountancy practices.
Our Advisers have a wide range of experiences, coming from a variety of backgrounds in financial services including retail and commercial banking, insurance, compliance and business management.

Our services

We believe that for financial advice to be successful it must be on-going, which is why we build lasting relationships with our clients, holding regular meetings. It is this that really distinguishes us from financial “sales” provided by many organisations.

Where to find us
Head office address: Montana House, 130 High Street, Honiton, Devon, EX14 1JP
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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