Carter Thompson Wealth Management Avaliações 

I met with Steve initially who explained all of my options and gave great advice for my future pension, life insurance and financial planning. He then introduced me to Biancha and Tracey who have both been amazing. Biancha has supported me in setting up a pension and planning for my future financially, and Tracey in life insurance cover. Everything has been explained to me in detail and we have had several meetings to ensure I have the right plans for me. Both have been so friendly and knowledgeable and I look forward to their support in the future.

Amazing service from Biancha who was really patient and simplified everything so that we could have a real understanding of the process. She made it incredibly easy and will definitely be using biancha and this company again in the future.

Simon was recommended to us by friends and we're honestly so grateful for the recommendation. We had no idea about what to expect from our pensions. Simon pulled it altogether for us and gave us a clear view of what we could expect and explained everything really well, he worked with us to see when we could realistically retire and it was much sooner than we had previously thought! So friendly but professional with it, we honestly can't thank him enough or recommend him and the company highly enough.

We have used Carter Thompson for many years and have always found them extremely helpful and reliable.
The service provided is professional.Steve and the team are trustworthy and always approachable.I wouldn’t hesitate to recommend them to anyone looking for honest financial advice.

We have been clients with the company for over 20 years having been provided with fantastic advice on a number of services.
Always Professional, confidential and 100% providing the best advice. Excellent customer updates without any prompting or chasing on the clients behalf.
Thank you.

Superb and professional service received. Knocked years off our mortgage within hours of our visit without increasing our payments. I can't recommend highly enough

I have received excellent service from Carter Thompson for many years and would recommend them to anyone. A very big thank you to Andy and the team who have served me with genuine care each and every time : )

Rose

The service I have received has been First Class, from my initial investment to annual reviews to making a withdrawal from my plan, everything has been hassle free. Thank you to Steve and all the staff who have helped with everything.

Been a customer of Carter Thompson for many years. I have always found them to be knowledgeable, trustworthy and up to date on all types of financial products. I would wholeheartedly recommend them for any type of financial work.

Excellent friendly personal service as always. Very professional and attentive to personal requirements. Would highly recommend!

Always happy to do home appointments, very knowledgeable and has helped us a great deal. Thanks Andy & Sophie

Yearly review with Steve Thompson at our home address.
Steve explained the current situation with our investment, which is currently doing well ,we were pleased with the information given to us
Mr &Mrs Gardiner

Andy has helped us with our mortgage, savings and insurance needs for several years. A very professional service overall.

Great Service. Simon’s knowledge, expertise & professionalism has been superb throughout. He regularly keeps us updated on our finances.

Simon was very knowledgeable and helpful throughout the whole process giving us great peace of mind would definitely recommend.

Professional service provided with very knowledgeable staff.

Been with Simon at this company for a while now after been recommended by a friend. He did exactly what I wanted and that was to combine several pensions from various previous employers and get them all in one pot that actually works for me, very good at explaining the ins and outs and delivers good results. Happy to recommend

I have used Carter Thompson Wealth over the last couple of years to help manage my finances and pension. The friendly service has always been excellent, and the advice is helpful and invaluable, simplifying what is often a very complex and difficult to understand area. Would highly recommend!

We have been customers of Carter Thompson Wealth Management for over 20 years. They have provided us with excellent advice on mortgages and pension funds. A very friendly and knowledgeable company, nothing is too much trouble. I have recommended family and friends to them for years and everyone has stayed with them, this speaks volumes. A very trustworthy, friendly, knowledgeable service.