Carter Thompson Wealth Management Avaliações 

I cannot recommend Carter Thompson Wealth Management enough for their excellent pension and financial advice.

Working with Steve initially and then with David Hardy, from the very first meeting they made a complex topic much easier to understand.

David broke down my pension options clearly, mapped out a realistic future financial forecast and tailored everything to my personal goals.

David's professionalism and genuine care for my future was second to none.

If you need help planning your retirement or managing finances, they provide an excellent service that you can trust

I was looking for a financial advisor close to where I live &was contacted by Michael Harrington of Carter Thompson wealth management in Darlington, after brief over the phone chat. Michael came out to my home &gave a full overview of the openwork partnership &how clients aims &goals can be achieved.
Michael listened to what my future needs were regarding my pension investment & through his knowledge &experience put together a strategy which would meet these, I found Michael to be very client focused, &he put my mind at ease regarding my options &what would be best for my investments.
Since our first meeting Michael has kept me up to date constantly with how things were progressing & the next steps.
Can't recommend Michael &Carter Thompson enough, Anyone wanting professional advice on investment/mortgage advice look no further.

Following a lengthy and difficult divorce, I recently received a pension sharing order and was extremely fortunate to be put in touch with Michael Harrington.

I have very little knowledge or understanding of finances, so the thought of arranging my finances and planning for my future was quite daunting. Michael has been absolutely exceptional throughout. He has been patient, kind, supportive and incredibly reassuring, taking the time to explain everything clearly and never making me feel that any question was too much trouble.

He has helped me arrange my finances in a way that has enabled me to move forward and secure my first home, which means an enormous amount to me after what has been a very difficult period in my life.

Michael is always at the end of the phone when I need advice and is incredibly prompt in returning my calls and emails. His professionalism, knowledge and genuine care have made such a difference to me.

I honestly cannot thank Michael Harrington enough for everything he has done. I feel extremely privileged to have had his support and would wholeheartedly recommend him to anyone looking for a financial adviser who is not only knowledgeable and professional, but also genuinely caring and supportive.

Very helpful and friendly. Explained everything in a way you can understand. Very professional service.

Michael Harrington was extremely professional and talked us through our options in a way we understood. With his help my husband has been able to semi-retire, something we could never have done without him.

What a 1st class company. We have had meetings with Michael Harrington and found him extremly helpful and very professional. He explained our finances and our future forcast which he made easy for us to understand. He was very helpful and nothing was too much trouble. He is a credit to your company and we are so pleased he's our financial advisor

Having always received a stalwart service from CTW for years, then following the initial enquiry with this recent transaction. Yet again, we have received the courtesy of a genuine understanding of our circumstances and some sound professional advice and guidance from our financial advisor Michael Harrington. Our transaction requirements were performed timely as promised and the future forecast explained with professionalism and empathy.
Genuine appreciation for his engaging friendly approach.

Absolutely fantastic service from Jenna Mackenzie, she is so friendly and professional.
After retiring and thinking my pensions were straight forward and I didn’t need help I received paperwork that was confusing and frustrating to complete and due to government changes I was worried but Jenna explained and sorted it out for me and I feel confident in my decisions now.
Would highly recommend as the stress and worry isn’t worth it.

Clear concise information
Good communication
Good explanation of decisions taken
Friendly

A lovely company to deal with. They only recommend a product if it's right for you. We wouldn't trust anyone else but Sophie and Andy with our finances.

Excellent service from Andy and the team. Highly recommended

Great service, everything explained in an understandable way.

Professional and helpful, couldn’t have asked for a better service. This is the second time I have used Cater Thompson, and I wouldn’t use anyone else.

Excellent relationship with this company. Excellent advice and extremely thorough explanations of finance management. Couldn’t recommend Carter Thomson anymore highly.

First class financial advice and support. A1 experience dealing with Carter Thompson; thank you :)

Genuinely the most friendly and professional company and staff i have ever experienced. Sophie and Andy truly put the customer first. They don't push products they just want the best for the customer. Been with them now for many years and won't trust anyone else with our finances.

Always honest & reliable.
I’ve used CT Wealth Management for many years and wouldn’t hesitate to recommend to anyone.

I've been using Carter Thompson Associates for over 20years and always had great service from all the team on Mortgages and Financial Advice, I recently spoke to Steve Thompson to set up a SIPP, and he was brilliant, very organised, great advice, and now I feel like I have the best product for me looking towards retirement.I would highly recommend to anyone looking for Financial Advice to give them a call.

Carter Thompson Wealth Management has been helpful in guiding financial decisions like pensions and mortgages over the years. While their staff is professional and knowledgeable, a smooth experience can sometimes take several meetings to fully clarify. They are friendly and approachable, though the service could benefit from quicker resolutions. Overall, a reliable but not exceptional company.

Absolutely fantastic service from Jenna Mackenzie...everything explained and everything we wanted from pension accounts considered and put together. Highly recommend contacting Jenna for your pension needs...we have already recommended her to friends & family and cannot recommend her highly enough...friendly & professional!