Met with Simon and Sarah recently to discuss retirement planning. Received clear, concise options delivered in a very professional and engaging manner.
November 2023
We have been clients of Simon Carter for over 20 years. His knowledge of, attention to, our respective portfolios is first class: very regular and very personal. He is very knowledgable about taxation and matters related to our children and parents. Investment performance has constantly been pleasingly well above average.... read full comment
September 2023
Max our advisor is always well prepared & helps with any questions we may have .Reliable, professional & helpful.I would recommend Carter Dawes
