Carterdawes IFA Solutions Ltd

Independent Financial Adviser Montana House, 130 High Street, Honiton, Devon, EX14 1JP

First meeting at adviser's own cost

Response rating

9.5/10

15th July 2019

Shane Cox is a Chartered Financial Planner providing expert detailed knowledge in investments & pensions.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Next home / Remortgaging
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning

Make an enquiry Request a call back 08000 549533 Recommend to a friend

Meet our advisers

Shane Paul Cox APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

APFS - Associate, Personal Finance Society (PFS)

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.

AF5 - Financial Planning Process (CII)

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

CF2 - Investment and Risk (CII)

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

Certificate in Commercial Mortgages (LIBF)

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.

R06 - Financial Planning Practice (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

CF6 - Certificate in Mortgage Advice (CII)

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.

R02 - Investment Principles (CII)

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

R03 - Personal Taxation (CII)

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.

CF4 - Retirement Planning (CII)

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

CF3 - Financial Protection (CII)

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

AF1 - Personal Tax and Trust Planning (CII)

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

AF3 - Pension Planning (CII)

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

AF4 - Investment Planning (CII)

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

Accreditations

What our clients say

A stress-free service. Immediate support and questions sorted out easily. I would not consider using anyone else in the future!

Catherine, Devon

Gives clear advice in terms understandable to laymen. Researches appropriate financial instruments suitable to the client's needs

Andrew, Devon

Shane is very good at listening and interpreting your financial situation and understanding your attitude to risk. He also contacts you when it is time to review and arranges to meet with you to discuss any changes which may have occurred in the financial markets and advises on your portfolio. This is backed up with a typed report, so that you can refer to it at any time. He has a good understanding of the financial world and is able to answer any question you put to him. My husband and I have no hesitation in recommending Shane for independent pension and investment advice.

Adam, Axminster

Lynette, Honiton

Shane has given me sound and honest advise over a number of years. Since I moved on to him from my previous IFA I have found him to be very challenging of me to ensure that the decisions I make are the right ones for me. He also keeps me updated with how changes will affect me and gives a clear view of the options to mitigate any risk. Even though I have moved away from the area he still makes regular trips over a considerable distance to ensure my needs are catered for.

Mr S Gale, Monmouth

Where to find us

Montana House, 130 High Street, Honiton, Devon, EX14 1JP

Make an enquiry

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.
For further information please contact Shane Cox.
Email: Mobile:

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.
For further information please contact Shane Cox.
Email: Mobile:

Compliance

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

Carter Dawes IFA Solutions Ltd, Montana House, 130 High Street, Honiton, Devon, EX14 1JP is authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS. Our FSA Register number is 457006.
Our permitted business is advising on and arranging pensions, savings and investment products, mortgages and non investment insurance contracts.
You can check this on the FCA’s Register by visiting the FCA’s website www.fca.gov.uk/register or by contacting the FCA on 0845 606 1234.

Make an enquiry Request a call back 08000 549533 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Next home / Remortgaging
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£250,000

Compliance

Make an enquiry Request a call back 08000 549533 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 549533 Recommend to a friend

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