Testimonials

Testimonial 4

Communication is key to service and he kept me well informed. He was frank with me and let me know that should he be unable to get me a better deal, he would advise me to walk away and there would be no charges. I found him businesslike but also …

Testimonial 3

Pleasantly knowledgeable and professional, our adviser’s explanations have made complicated financial matters seem more straightforward and her advice has helped us to better manage our own finances both for now and the future. Mr & Mrs M from Sidmouth …

Testimonial 2

I first contacted Carter Dawes in late 2011 shortly after a difficult house move from Surrey to Mid Devon. With our rapidly changing circumstances – retiring, moving to Devon, and eventually marrying late in life – our adviser grasped all our requirements immediately. Her subsequent and ongoing advice has made …

Testimonial 1

‘My partner and I have had our money invested with Carter Dawes for nearly a decade now. This includes personal and business income. The service has been second to none and I have watched our money grow and grow whilst drawing down funds as and when needed. I am wary …
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