If you would like any more information on any of our products and services, please email us or call our Honiton or Ipswich offices

Investment planning should be a carefully thought out process based on a rigorous and robust strategy. At CarterDawes we provide our clients with this service. We research the market extensively, looking not only at performance but also at the strength of the provider, the quality of their service and the charging structure of the investment. We endeavour to ensure that the providers and investments offered are covered by the Financial Services Compensation Scheme, giving our clients total peace of mind. On the rare occasion that investments are not covered by the Financial Services Compensation Scheme we will advise you of this prior to any investments being made.

The diversification of assets and regular portfolio management enable us to maintain a hands-on feel to investment. Given the daunting array of products and providers available, we aim to offer clients the best solutions from trusted providers with products that we and you understand.

We are proud to treat every client in the same way and apply the same rigorous process to the management of their money no matter whether their portfolio is large or small. For further advice please contact advice@carterdawes.com