Carterdawes IFA Solutions Ltd

Independent Financial Adviser  CarterDawes IFA, Okehampton, EX20 1EE
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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Estate planning
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR 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.

About us

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
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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