James Carter Wealth Management

Financial Adviser (Restricted Whole of Market) 18 Nutfield Road, Surrey, Thornton Heath, CR7 7DL
FCA verified
15th October 2018
At James Carter Wealth Management we offer a quality, transparent and honest service to our clients.
We can advise you on
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
AYUB OSMAN
Financial Adviser
Where to find us

18 Nutfield Road, Surrey, Thornton Heath, CR7 7DL

About us

We offer a full holistic approach to financial advice and specialise in Pensions and retirement needs, please contact us today if you would like a no obligation review of your pensions.

Our services

We give all our clients quality advice that suits there needs and objectives.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.45 mi
We offer holistic independent financial advice on pensions, investments, capital preservation strategies, insurances and inheritance tax planning.
 
Independent Financial Adviser 1.49 mi
We specialise in Pensions and the new Pension Freedoms, Investments and Mortgages. Our first meeting is free.
 
Independent Financial Adviser 1.58 mi
With many years experience of giving clear and high quality advice, we specialise in retirement planning and investments.
 
Financial Adviser (Restricted Whole of Market) 1.6 mi
Award-winning financial advisory business with Chartered status - choose the best for your financial wellbeing.