Independent Financial Advisers

Investments

Investment planning should be a carefully thought out process with a rigorous and robust strategy. At CarterDawes we provide our clients with this service. We extensively research the market looking not only at performance but the strength of the provider, the quality of the service and the charging structure of the investment.

Life Assurance

With every new mortgage it pays to check that your existing cover continues to meet your changing priorities, whether that means you are increasing your mortgage, growing your family, or just require greater peace of mind.

Retirement Planning

If you are just starting work and beginning pension planning or closer to retirement and want to know your options we can help. We have a wealth of experience in all areas of retirement planning and can advise you on the most appropriate route for your needs.

Inheritance Tax

Inheritance Tax can be a major issue. Unless you carefully plan all your assets you, or your beneficiaries, could eventually become liable for the tax.

Mortgage Advisers

With so many mortgages to choose from and so many things to consider when looking for the right mortgage, it’s not surprising that many people seek professional help. Our qualified mortgage advisers will be happy to help you, find the best mortgage to suit your personal situation. And, we’ll help you find the best value protection for your mortgage and handle the whole process from start to finish.