About Carter Dawes

I am Devon born and bred and have clients covering large areas of the Southwest, particularly East Devon, as well as remote clients farther afield.I am happy to travel to you and have a relaxed approach to holistic financial planning.
I am passionate about helping client achieve their goals, be it in relation to savings, pensions, retirement income or inheritance tax planning. I pride myself in offering my clients the reassurance that they have bespoke solutions in place for their needs as well as the protection they require for them and their families. I offer a free initial consultation to see if you think I may be able to help you.
Pensions & retirement: