Carter Thompson Wealth Management Avaliações 

This company was recommended to me by a very satisfied customer and he was absolutely right. They have given me excellent advice and guidance. They are trustworthy, honest with their answers and they focus on what is right for me in my circumstances. I have found them responsive, it is easy to contact and meet them (Zoom) and they give me all the information I needed to make decisions I am very happy with. My partner who has had a bad experience with a financial advisor was unsure about going to another but he is now confident in Carter Thompson.

Friendly, helpful service and extremely knowledgeable. Business dealt with in a professional manor.

Andy Cater and his team have been very efficient in managing my personal finances and organising a mortgage for me. I would highly recommend this company.

First class company, for any financial advice this is the company to go to.

Friendly and informative. All options explained clearly. Would definitely recommend.

Andrew Carter is a solid no nonsense guy with a wealth of knowledge in financial planning. He is very customer focused and goes to great lengths in tailoring and explaining his advice to each of his clients’ personal circumstances with patience and clarity.

I have used Carter Thompson for over 20years and I have always found them very helpful and professional. They have helped us with our mortgage, pensions, savings and insurance. Steven Thompson always has time to help us understand any jargon that may be confusing, explaining step by step, and sometimes more than once. I would recommend everyone to contact them if needing advice. Just a mention cake and biscuits help with any transactions 😁

I would recommend Andy Carter of Carter Thompson every time, he is not only professional but has your best interests at heart. He takes the time to explain everything and listen to your needs. Brilliant company wouldn't use anyone else!

Great service and advice from Andy who advised us both on personal pensions and investing some of our monthly savings. Professional, friendly and explained everything in easy to understand terms.

After been recommend to us by family we have used Carter Thompson for a number of years now for all our financial adviceand assistance. Andy and Sophie are friendly and so easy to deal.

Steve gave me excellent advice on pension management and I will definitely use him again. I am really sceptical about wealth advisors but he was genuinely interested in doing the right thing for me!!

I can't recommend Carter, Thompson Wealth Management highly enough. All my financial dealings have been very straight forward and handled swiftly. This firm is professional and caring. Highly recommended for all financial needs.

My wife and I chose to make an investment through Steve Thompson because I have known him for several years and found him to be very trustworthy, creditable and an experienced financial advisor. Our investment has already yielded an anticipated and acceptable return. We have every confidence in Steve.

Wish I'd met Steve (Thompson) years earlier. Great advice and good fund performance.

Fantastic service from Steve who has helped us for many years and finally to the point where my husband can retire knowing we are financially secure . Many meetings , lots of conversations and endless patience until we understood everything . Nothing is ever too much trouble . We highly recommend !!

I asked Russell Robertson for his advice on some investments. I was truly impressed with his depth of knowledge, professionalism and friendly manner. We implemented some of his suggestions, and I have been extremely happy with the results. I have found Russell to be completely trustworthy and I will continue to use his services in the future. Thank you Russell. Susan Wood