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 …

Financial Protection case study

We saw Mr and Mrs Smythe about fifteen years ago for some advice around protection. First of all, we recommended life cover and a critical illness policy for mortgage and personal cover. Sadly, Mr Smythe developed cancer and passed away a year later. The policies paid out which enabled Mrs …

Retirement Planning case study

Helena told us she would dearly love to retire at 60 rather than 65, which was her expectation at the time. After gathering all the information regarding her investments and pension details, we put together a plan. Helena emphasised again that her main goal was to retire at 60 …

Inheritance Planning case study

One of the main concerns held by my client, Elizabeth, when I first met her was the amount of inheritance tax that would be paid by her children in the event of her death. By careful consideration of the circumstances, and by using a bespoke approach to her financial planning …
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