Carterdawes IFA Solutions Ltd

Independent Financial Adviser  CarterDawes IFA, Bideford, Devon, EX39 3AG
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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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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National savings
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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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Taxation planning
Response rating
9.5/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Kristian Doggrell
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)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 21st September 2020

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