Easiest, Fastest, and Least Expensive Way to Buy Promotional Products
Who we are
Carter Dawes is a team of experienced and qualified Independent Financial Advisers (IFAs) based in Devon and Suffolk. We are passionate about helping individuals and families achieve financial clarity and make confident decisions about their future.
Our Philosophy
We believe in bespoke financial planning - a tailored approach to understanding your unique financial situation and goals. We work with you to create a tailored plan that aligns with your individual aspirations and circumstances.
What we do
We offer a comprehensive range of services across all aspects of financial planning, including:
- Retirement planning: Reviewing your pension options, maximizing contributions, and planning for a secure future.
- Investment planning: Tailored portfolio management to suit your individual risk appetite and goals.
- Protection planning: Implementing strategies to safeguard your finances against unforeseen events like illness, injury, or loss of income.
- Inheritance planning: Ensuring your assets are protected and distributed according to your wishes.
Our Values
- Client-focus: We prioritize understanding your needs and aspirations.
- Transparency: We provide clear and concise information about our process and fees.
- Integrity: We uphold the highest ethical standards and act with honesty and fairness.
- Accessibility: We are committed to providing a welcoming and comfortable experience for all clients.
Why choose Carter Dawes?
With extensive experience and a genuine desire to help clients achieve financial success, you can be confident in our abilities. We are committed to providing:
- Personal attention: You will work with a dedicated IFA who will get to know you and your financial goals.
- Tailored solutions: Our plans are designed specifically to meet your unique needs and aspirations.
- Ongoing support: We are committed to reviewing and refining your plan over time to ensure it remains relevant and effective.
Exceptional Financial Advice and Service
The reviews highlight the exceptional financial advice and service provided by Carter Dawes, particularly by financial advisors Sam Edwards and Peter Dawes. The authors of the reviews have consistently praised the personalized approach, professionalism, and clarity of their financial advice. They have also seen significant growth in their pension pots and investments, which they attribute to the expert guidance of the financial advisors.
Key Qualities
The reviews emphasize the following key qualities of Carter Dawes and their financial advisors:
- Knowledgeable and informative: The advisors are knowledgeable and informative, taking the time to explain complex financial concepts in a clear and easy-to-understand manner.
- Personalized approach: The advisors take a personalized approach, listening to their clients' needs and goals, and providing tailored advice.
- Professional and friendly: The advisors are professional, friendly, and courteous, making clients feel at ease and valued.
- Trustworthy and reliable: Clients trust the advisors and feel confident in their ability to manage their finances.
- Prompt and responsive: The advisors are prompt and responsive, keeping clients fully informed throughout the process.
Be the first to review Carter Dawes.
Write a Review
