Carter Thompson Wealth Management Avaliações 

I met our advisor with my wife for pension advise. The advisor explained about different products, how they performed and long term benefits. We also had a conversation about risk and products that suited my risk profile were found. I found the advisor friendly and trusted his advise and I was happy to follow his advise
Rob

Simon was a great help and his knowledge & know how helped me make some key decisions with my pension moving forward!

CTWM comprehensively investigated my existing pension situation, before advising me on the best course of action, for me, personally.
I was kept fully informed throughout and was extremely satisfied with the outcome. I am now confident that my combined pension fund is being actively managed to provide me with the best possible outcome, on my retirement.

What a very friendly and helpfull company. Simon made the experience
Very easy. Would deffo recommend them.

Simon helped me to consolidate my pensions last year - the process was seamless and he took great care to make sure I was comfortable with my investment plan. Would definitely recommend!

Simon Cowing advised me on setting up a pension. As I didn't have much knowledge on what options were available for me, Simon made the process really straight forward

I’ve been with Carter and Thompson now for over 10 years for my mortgage and pension and have always had a AAA service that has been tailored to my needs and changes in Circumstances, they have always been professional with a personal touch and can highly recommend them.

Having been introduced to Andy and the team through my family, dealing with the intricacies of mortgage, pensions and life insurance has been remarkably straight forward. I make a request and Andy & co do all the research, show me the details and then when I'm ready, they execute.
The team have also made their formerly face-to-face business work successfully via online meetings throughout lockdown.
Andy is firmly established as my 'go-to guy' for financial matters.

I would highly recommend!! Very professional and knowledgeable also very approachable if you have any concerns, I have recommended to friends and family and we all have the same opinion we would not let anyone else deal with our finances.

Carter Thompson Wealth Management are a truly professional company who will guide you through the many pitfalls of finance and investment plans to ensure the right plan suits you

As always Steve and the Team have been informative about the best way forward with our mortgage… giving us the best advice and going the extra mile to make sure everything goes smoothly. Can’t recommend them enough 10/10.

Brilliant service nothing to much trouble great advice and always reply very quick even weekends would recommend this company to anyone the best out there. Well done jon and the team.

Andrew Carter recently completed my pension review and as always was very professional and approachable, gives well informed advice and I will be using his services for many years to come.

Highly recommend.

I have used Carter Thompson for many years. Their advice is always friendly, impartial and excellent. I would highly recommend them and will continue to use their services.

Steve Thompson has provided retirement planning for us for a number of years and regularly reviews our pensions and provides advice on an on-going basis. We value his service immensely and thanks to Steve feel extremely comfortable going into retirement. We would recommend Steve 100%, his approach is about explaining things as simple as possible without using any jargon, a real breath of fresh air.

Excellent customer service.
Very professional and friendly , helped us sort out pensions and savings couldn't recommend them highly enough .

Strongly recommend this company. Andy explains everything so it is easy to understand. Staff at office very friendly, nothing too much trouble. Would not have anyone else look after my money. Very trustworthy and I feel they put the customer first. Also very reassuring if you are worried about your finances. Always have time to chat to you,wouldnt go anywhere else.

Having worked with Andy and his team for the best part of ten years. I have to say I am more than happy with the service provided. They take time to understand what's right for each client at a perticular time. I would have no hesitating in recommending them to family and friends.

Carter Thompson helped me sort out my Mortgage, finances and pensions. Excellent customer service with a thorough explanation throughout. Thanks for everything!