Carterdawes IFA Solutions Ltd

Independent Financial Adviser  CarterDawes IFA, Okehampton, EX20 1EE
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
Response rating
9.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Kristian Doggrell
Independent Financial Adviser

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.

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

Accreditations
Certified Financial Planner
About us

We offer bespoke independent financial advice, looking at every aspect of your financial life and providing a tailored recommendation to match your needs, we know every client is different, therefore every recommendation we put together has to be different too.

Whether this is your pension, investments, inheritance tax planning or even your life insurance and income protection needs, we fit the pieces together to form seamless and cohesive advice.

We place great importance on treating every client in the same way, so we apply the same rigorous process to the management of your money regardless of the amount you have to invest.

Your initial consultation is at our cost and without any obligation to enable you to make sure you feel we are right for you.

Our services

It is crucial that we get to know you. We need to understand exactly what you wish to achieve with your financial plans, where you are now and where you want to get to. So we will explore aspects such as your personal details, your current financial position, your employment, your expenditure, your financial objectives, your inheritance tax status, your tolerance of risk, the purpose of your investment, your personal ethical view, your existing financial plans and any future requirements.

We can then use this information to recommend the best way for you to reach your goals.

Where to find us
Head office address: CarterDawes IFA, Okehampton, EX20 1EE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Restricted - whole of market 0 mi
Bespoke client solutions designed and monitored to provide complete peace of mind.
 
Independent Financial Adviser 11.13 mi
 
 
Independent Financial Adviser 11.28 mi
 
 
Independent Financial Adviser 13.68 mi