February 2024 by Colin Smith
Met with Simon and Sarah recently to discuss retirement planning. Received clear, concise options delivered in a very professional and engaging manner.
November 2023 by Andy
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. We deal with his capable assistant, Sarah, for routine matters, but he always does our annual review himself. We expect to stay with him till his IHT plan is implemented!!
September 2023 by Karen Churchill
Max our advisor is always well prepared & helps with any questions we may have .Reliable, professional & helpful.I would recommend Carter Dawes
September 2023 by Steve Gale
Really helpful advice from Shane. He was so well prepared for the meeting, listened closely to our situation, and wasn?t afraid to challenge our thinking to ensure that we were considering all angles. Very much felt like he was looking after our future financial security. An absolute pleasure.
May 2021 by Alfie Bennett
The information and advice presented to me from Sam at Carter Dawes was clear, and easy to understand. Highly recommended.
March 2021 by Tristan Hudson
very good company.
September 2020 by Simon Everard
Genuine people with an honest and down to earth approach. Whatever your financial situation, you?ll be made to feel very welcome and valued.
March 2020 by Samantha Durham
As a newly single mum I needed someone who was able to explain my financial situation and options in simple terms. Lousie at Carter Dawes did just this and I am confident that her advice was sound and took into account what was important to me at this point in my life. I wouldn't hesitate to use Carter Dawes in the future and would highly recommend.
