Home > Investments
Mike Dawes, DipPFS,
Independent Financial Adviser.
Managing Director
The Role of CarterDawes
CarterDawes role is to provide the Associates with all the necessary administrative support, office facilities, back-office systems, compliance guidance and liability protection they need to build their own business under our umbrella.
Qualifications
- Diploma in Financial Planning, DipPFS (CII)
- Financial Planning Certificate (CII)
- Certificate in Mortgage Advice and Practice (CII)
- Level 3 Certificate in Financial Administration (CII)
- Level 3 Certificate in Equity Release (CII)
- Level 3 Certificate in Long Term Care Planning (CII)
(CII - Chartered Insurance Institute.)
Career History
From the age of 20 my entire career has been in financial services. From starting with the Prudential through to Barclays Bank and finally establishing CarterDawes in 2002.
My career with the Prudential started as an Agent in the days prior to exams and regulation, from there I moved into management roles in the early nineties running Adviser teams with the Prudential and Barclays Bank as well as undertaking compliance oversight roles.
Our primary goal is to continue growing the number of Associates who wish to work with CarterDawes in order to provide clients with honest, unbiased advice without commission or product provider bias.
Community Work
Over the years I have always believed that we have a duty to give back as much to society as society has given to us.
For a number of years I have sponsored various children’s education through the “Save the Children” charity and through my love of long distance running I have raised many thousands of pounds for the “RNLI” and “Help for Heroes” .
Hobbies, Interests and Family
My three children and three step-children manage to keep me exceptionally poor! However they do bring a great sense of purpose and meaning to my life.
My other great passion is long distance running, a sport I came to late in life, to date I have run the London Marathon as well as the Great North Run. I am presently training for next year’s London Marathon, something that I am really looking forward too.
CarterDawes are Independent Financial Advisers - local, professional, friendly and impartial.
Please visit our offices for an initial discussion without fee or obligation. Let us find out if we can save money on your mortgage or improve your financial situation.
We also offer a flexible visiting service if you prefer to meet in your own home.