Client testimonials

Don’t just take our word for it. Read what some of the people we’ve helped have to say:

‘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 with my money, but have learned to have total faith in these money managers. Without exception, at Carter Dawes I meet courtesy, friendliness and absolute commitment to make my money grow safely.’

Sandy Davies

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 an enormous difference to our ability to enjoy a higher standard of living than previously envisaged. I would not hesitate to recommend her and her services.

Mr TM from Chulmleigh

Pleasantly knowledgeable and professional, our advisers 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