Carterdawes IFA Solutions Ltd

Independent Financial Adviser Montana House, 130 High Street, Honiton, Devon, EX14 1JP
FCA verified
8th October 2018
Shane Cox provides expert pension and investment advice. Professional and personable in all areas of business.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Shane Paul Cox Dip PFS
Independent Financial Adviser
Where to find us

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

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:

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

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.

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