CarterDawes IFA Solutions Ltd
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
Stay close to our clients and their investments
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Telephone
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Online (Live chat, video, email)
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Face to face
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