About Carter Dawes Ltd.

My primary focus is on helping you. You may have any range of financial questions or challenges and may be confused or frustrated in your attempts to resolve them. I prefer to keep finance simple so you can understand the options and make your choice.
We help people from a range of backgrounds to achieve their financial goals. Your money is important to you and we understand that to help you, we need to understand you. Our service is built upon creating a low pressure environment that allows you space to make important decisions in your own time.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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