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
10 /10
FCA verified
9th December 2019
Shane Cox is a Chartered Financial Planner providing expert detailed knowledge in investments & pensions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
Shane Paul Cox APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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
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.
Lynette, Honiton
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
Gives clear advice in terms understandable to laymen. Researches appropriate financial instruments suitable to the client's needs
Andrew, Devon
A stress-free service. Immediate support and questions sorted out easily. I would not consider using anyone else in the future!
Catherine, Devon
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: <email address hidden> Mobile: <phone number hidden>

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: <email address hidden> Mobile: <phone number hidden>

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000

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