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  11. CarterDawes IFA Solutions Ltd

CarterDawes IFA Solutions Ltd

Independent Financial Adviser  23 Desborough Way, Norwich, Norfolk, NR7 0RR
First meeting at adviser's own cost
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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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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Offshore investments
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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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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Jessica Moody

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I cannot praise Jessica Moody & Carter Dawes enough, for their service. I walked into their office in my lunch hour, wondering if they could help someone like me. I had a dozen employer pensions over the years, no real idea where they were or what they were worth. I am not good with money or figures. Jessica made the whole process easy and enjoyable! She is very professional but also personable, patient and has the ability to explain complex financial points so even I understood. Now, here I am with more pensions than I realised, a clear view of my retirement fund and as a result am overjoyed to be planning early retirement. Jess manages the funds, the admin, names changes, address changes and provides me with a regular statement of where we are. I cannot recommend Jessica highly enough. I have referred this service to several of my close friends and they are equally impressed.
Leisel, Ipswich
About us

Meeting with a financial adviser for the first time can often pose more questions than it answers, that’s why I think it’s important to take the time to get to know you and understand what your aims and needs are. Once we have identified these, I work to build a bespoke solution tailored to reflect your goals. You need to feel comfortable that I’m always at the end of the phone if you need anything, if your aims change, we can adapt.

I have worked in the financial industry since graduating from university in 2015. Initially, I worked as a paraplanner, allowing me to gain full knowledge of the back office whilst also studying to obtain my Level 4 Diploma in Financial Planning.

I offer a friendly and personal approach and am a big believer that money should be enjoyed and invested for the right reasons. I will make your long term money work hard, so you can enjoy the short term now. You can rest assured knowing that I will be there every step of the way.

Being an independent financial adviser gives me the scope to look at the whole market, further enabling me to discover the right product for you. I will help you with advice on several financial areas, from savings and investments, life assurance and protection products, to pensions, pre and post-retirement.

Whatever your reasons for looking for a financial adviser, I would love to help you achieve your future personal goals by bringing your financial plans in line with your personal objectives.

Our services

Stay close to our clients and their investments

Where to find us
Head office address: 23 Desborough Way, Norwich, Norfolk, NR7 0RR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 14th June 2021

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