Our Team

Meet the people who make up CarterDawes...

Honiton Office

  • Mike Dawes Managing Director

    Mike Dawes

    Managing Director

    Since the age of twenty, Mike’s entire career has been in financial services. He started with the Prudential and then moved to Barclays Bank before establishing CarterDawes in 2002.

    Mike is an experienced financial adviser who has held several management roles, as well as specialising in compliance. His main goal at CarterDawes is to continue to grow the number of Associates. He holds the CII Diploma in Financial Planning and also has qualifications in Mortgage Advice and Practice, Equity Release and Long Term Care Planning.

    Driven by a belief that we have a duty to give back as much to society as society has given to us, Mike ensures that CarterDawes sets aside up to 1% of their turnover to support local charities and community projects.

    He takes great pride in his three grown up children. One of his other great passions is long distance running, a sport he came to late in life. He has run the London Marathon as well as the Great North Run. Property renovation is another new found interest.

  • Simon Carter Chartered Financial Planner

    Simon Carter

    Chartered Financial Planner

    From a schoolboy ambition to ‘work in a Bank’, Simon’s whole career has been related to financial services. His very first job was with Lloyds, before moving to Barclays in 1989. He qualified as an Adviser in 1999 and in 2002, joined forces with Mike Dawes to set up an honest, ethical and truly independent advice company – CarterDawes was born!

    Steadily growing the business over the last few years in terms of the number of advisers and the level of funds under management, has been an exciting and rewarding time.

    Simon’s particular passion is in the building and management of investment plans. He enjoys working with clients with complex financial needs, helping them to invest their funds, plan their retirements and insure their futures. He also specialises in working with other professionals and trustees.

    Simon is married to Jude, a music teacher, and life is very busy with their two teenage daughters. When not at work, he enjoys golf (playing), rugby (watching) and guitar (playing badly)!

  • Louise Griffin Chartered Financial Planner

    Louise Griffin

    Chartered Financial Planner

    Louise’s entire career has been in financial services, having started with NatWest in 1989, dealing with Trusts and Estates. She qualified as an adviser in 2007 and began her career in financial advice with Lighthouse Temple.

    She joined CarterDawes to continue her work as an Independent Financial Adviser in Devon, providing financial planning advice across the whole spectrum including investment, savings, protection and relating to retirement. She enjoys helping her clients achieve their goals and giving them peace of mind.

    Louise has a number of professional qualifications in financial planning, including taxation, mortgage advice and later life provision. She has recently achieved Chartered Status with the London Institute of Banking and Finance.

    Louise is married with two grown up children and is Devon born and bred. She is keen on all types of sport and is a member of an Exmouth Ladies running club. She is also a Director of the Cranford Sports Club in Exmouth in a voluntary capacity. When not in a Board meeting, she can be found taking part in an indoor cycling class or circuit training! Louise is also a keen cook and enjoys socialising with friends as often as time permits.

  • Stephen Ware Independent Financial Adviser

    Stephen Ware

    Independent Financial Adviser

    Stephen started his career in financial services at the age of twenty-one with The Pearl Assurance. After fourteen years there, he joined Barclay’s Life where he worked in the areas of personal and corporate finance.

    As an Independent Financial Advisor with CarterDawes, he now helps individuals with their financial planning, focusing on investments, pensions, life assurance, mortgages and trusts. He enjoys building up long term relationships with his clients and is proud of the fact that some of them have been with him for over thirty years.

    Stephen is married with two boys, is a mad rugby fan and has played both rugby and cricket for over thirty years.

  • Sue Hudson Independent Financial Adviser

    Sue Hudson

    Independent Financial Adviser

    Sue began her financial services career with Equitable Life. She then spent fourteen years working as a Financial Adviser with Barclays Bank, helping customers to invest their funds, plan their retirement and insure their futures. As an associate with CarterDawes, Sue enjoys being able to offer a more comprehensive planning service.

    As she feels financial planning advice is such a highly individual and personal matter, Sue feels access to ‘whole of market’ is highly desirable and strongly believes in the value of a long term financial planning relationship with her clients. She provides a broad range of advice to private individuals and specialises in the building and management of investment portfolios and retirement plans.

    Sue is married with one son and two wonderful grandchildren and loves to spend as much time with them as she can. She enjoys getting out walking and looking at gardens or trying to combine the two by visiting the many local attractions.

  • Chris Vicary Independent Financial Adviser

    Chris Vicary

    Independent Financial Adviser

    Chris’s whole career has been in the banking and financial services industry. He enjoys the fact that his role now enables him to offer fully independent financial advice.

    He holds the CII Level 4 Diploma in Financial Planning as well as certificates in Long Term Care Advice and Practice and Mortgage Advice and Practice.

    Chris’s work is focused mainly on investments, retirement planning, Inheritance Tax planning and protection. He tends to work with professionals and the retired but anyone that needs advice.

    He has been married to Maria for twenty-two years and has two teenage sons, Ben and Jack. As a family, they enjoy the outdoor life, particularly walking and skiing. They are also keen rugby fans, supporting Jack in the Exeter Chiefs academy.

  • Shane Cox Independent Financial Adviser

    Shane Cox

    Independent Financial Adviser

    Shane has worked in financial services for over twenty years. He has worked in both large corporates and small to medium size businesses throughout his career, including spending ten years with Barclays Bank.

    The majority of his work is in relation to investment planning and retirement solutions. He takes care to ensure his clients understand the investments they are making and the solutions available to them. He also has extensive knowledge in the areas of mortgages, both residential and buy to let.

    Shane lives in Exeter and has two children. He is currently the Chair of Governors at Woodwater Academy School. He enjoys playing golf and is a keen musician, having played the piano from a young age. His son represents Great Britain in the increasingly popular new sport of Ultimate Frisbee!

  • Mark Donne-Davis Independent Financial Adviser

    Mark Donne-Davis

    Independent Financial Adviser

    Mark is an Independent Financial Adviser with over thirty years’ experience in the industry. He joined CarterDawes in 2014 and enjoys being able to provide truly independent advice and building up long term client relationships with his clients.

    He holds a CII Diploma in Financial Planning. What Mark finds particularly rewarding about his role is discovering what really matters to a client so that he can help them to achieve their financial goals.

    Mark has lived in the Honiton area since 2001 with his wife, Gill, and they are the proud parents of four children. He is involved with the local Community Church, is a keen skier and, when time permits, is a mad Exeter Chiefs rugby fan.

  • Mary Boulton Servicing Manager & Adviser Support

    Mary Boulton

    Servicing Manager & Adviser Support

    Mary joined CarterDawes with Mark Donne-Davis in 2015, following thirty-five years with Lloyds Bank. She worked with Mark for the last five of those years in Lloyds Private Banking section. She continues to provide administrative support to him.

    Now their children have left home, Mary and her husband have taken up beekeeping. She also enjoys walking with their two dogs, bell ringing, gardening and helping to run the East Devon Riding for the Disabled Association Group.

  • James Dawes Trainee Adviser & Adviser Support

    James Dawes

    Trainee Adviser & Adviser Support

    James was an aircraft engineer with the Royal Navy for nine years before deciding to change career path and train as a financial adviser.

    He holds a Foundation degree in Aeronautical Engineering and also has the CMI Level 5 Certificate Management and Leadership. He is currently working towards a Diploma in Financial Planning.
    James has recently moved back to the area from Cornwall.

    He has two young children, Alfred and Henry and lives with his partner in Honiton. He enjoys golfing and football but spends most of his time either tidying up after the aforementioned two children or studying.

  • Janice Nicholas Office Manager

    Janice Nicholas

    Office Manager

    Janice has worked at CarterDawes since 2007 in an administrative capacity.

    On a day to day basis, her role involves organising client appointments, preparing client reviews and generally keeping the office running smoothly.

    Janice got married in 2016 in Las Vegas and now lives in Exmouth with her husband, two stepchildren and two cats! In her spare time, she enjoys keep fit, socialising, reading and holidays.

Ipswich Office

  • Chris Edgar Chartered Financial Planner

    Chris Edgar

    Chartered Financial Planner

    Chris qualified originally as a stockbroker with Edward Jones and has been in the Financial Services industry for twelve years.
    In a former life, he used to be a farmer in Zimbabwe.

    Chris holds many professional qualifications in financial planning and achieved one of his life’s ambitions by attaining his Fellowship with the Chartered Institute of Insurance (CII) in 2014. Among other things, this enables him to use the letters FPFS after his name! In a somewhat different subject, he also has a BEng (Hons) in Metallurgy from the University of Surrey.

    Most of his work is focused in the investments and pensions arena, helping clients achieve their financial goals by saving for retirement, generating income once retired and keeping taxes as low as possible.

    Chris is married to Janine, with two children, Jonty and Eloise. He declares he has no real time for interests as he and his wife run a taxi service after work, ferrying their offspring to and from clubs!

  • Peter Dawes Independent Financial Adviser

    Peter Dawes

    Independent Financial Adviser

    Having started his career with the Prudential, Peter has worked in the Financial Services sector for seventeen years. After qualifying, he moved on to work for Barclays Bank for ten years. He then worked for Edward Jones, before joining CarterDawes in 2010.

    Peter holds Diploma status and enjoys meeting the varying needs of clients in the ever changing financial environment. Whether it be making the most of savings in the current low interest rate climate, helping people plan for retirement, or supporting clients at a sensitive time during a divorce, he always aims to meet their needs and provide a personal touch.

    Away from work, Peter enjoys running and has done several half marathons. He lives in Ipswich with his wife and they have two children and two grandchildren, who also keep him fit!

  • Michael Baker Independent Financial Adviser

    Michael Baker

    Independent Financial Adviser

    Michael has been providing financial advice since 1989 and has worked for a number of major insurance companies before becoming an Independent Adviser.

    He now specialises in working with individuals to help them achieve their financial goals, whether it be portfolio planning, inheritance tax planning, pension sharing after divorce, or planning for retirement.

    Outside of work, he enjoys freshwater fishing, motorcycling, darts, keep fit and DIY.

  • Gary Moody Independent Financial Adviser

    Gary Moody

    Independent Financial Adviser

    Gary has worked in finance all of his working life and has been with CarterDawes since 2010. Before that, he was with Edward Jones for over four years, working as a stockbroker and Financial Adviser.

    Gary is of the firm belief that everyone should have access to sound financial advice and enjoys helping his clients with their long term financial planning. He finds it a privilege to be involved in their lives and to help them achieve their goals.

    He has lived in Ipswich since the year 2000, an area he says he loves almost as much as his native North London. He is married with two adult daughters and four dogs. Karate has always been a large part of family life, with Gary’s wife and daughter all achieving a Black Belt and his daughter winning many titles across the UK and Europe, including English, British and Commonwealth champion.

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  • Edwina Rumsey Independent Financial Adviser

    Edwina Rumsey

    Independent Financial Adviser

    Edwina has worked in the Financial Services industry for over thirty years, providing advice to Building Society customers through AVIVA and Legal & General.

    She specialises in advising on investments and helping individuals who are looking to achieve potentially greater returns on their savings. Edwina enjoys developing long term relationships with her clients to help them to achieve their financial objectives.

    Operating on an independent basis now, Edwina has welcomed the opportunity to work for her clients rather than large organisations and to be able to offer a full range of funds and financial solutions.

    Edwina is married with two grown up children, Georgina and Oliver. She is a keen golfer and a member of Ipswich Golf Club. She also enjoys cycling, gardening and walking her dog.

  • Claire McKinley Adviser Support

    Claire McKinley

    Adviser Support

    Claire worked for Barclays Bank for 24 years before joining Carter Dawes 6 years ago where she works for Peter Dawes as an Administrator.

    She holds certificates in Mortgage Advice and Practice and in Investment Operations.

    Mum to a daughter currently studying at university, she enjoys her new found free time by attempting to keep fit, meeting up with friends, baking ,gardening and if time permits, curling up to watch a film or read a good book.

  • Natalie Chapelle Adviser Support

    Natalie Chapelle

    Adviser Support

    Natalie works in the administration team in the Ipswich office, keeping all the advisers organised!

    She is married with two young daughters so much of her time is spent enjoying all that that brings. Away from the office, she likes taking part in combat classes, baking, walking, gardening and pursuing outdoor activities – although not all at the same time!

  • Jessica Moody Trainee Adviser & Adviser Support

    Jessica Moody

    Trainee Adviser & Adviser Support

    Having completed a degree in TV and Film Production at Edge Hill University, Jessica works with her father, Gary, at CarterDawes in Ipswich.

    On a day to day basis, she is involved with research and administration. She is currently studying for her finance exams and is keen to become a fully qualified Independent Financial Adviser and start building her own business.

    She has both trained in and taught Karate, achieving her Black Belt and running her own club along with her mother and sister. She has also represented her Karate association at competitions across the UK and Europe achieving titles in Austria, Italy, Ireland and closer to home around the UK.