Carter Thompson Wealth Management - Darlington

Carter Thompson Wealth Management

Una empresa de asesoramiento financiero con más de 20 años de experiencia, especializada en brindar servicios de consultoría financiera de alta calidad a sus clientes.

Con sede en Darlington, Reino Unido, esta empresa se destaca por su dedicación a la atención personalizada y su conocimiento profundo del mercado financiero.

Características y servicios

Los servicios ofrecidos por Carter Thompson Wealth Management incluyen:

• Asesoramiento financiero personalizado
• Planificación financiera
• Gestión de inversiones
• Asesoramiento sobre seguros

Ubicación y contacto

La empresa tiene su sede en:

64 W Auckland Rd, Darlington DL3 9EP, Reino Unido

Teléfono: 1325245288

Website: ctwealth.co.uk

Otras características

Esta empresa cuenta con:

• Parking accesible para sillas de ruedas
• Entrada accesible para sillas de ruedas
• Toilet accesible para sillas de ruedas
• Toiletas
• Recomendación de citas

Opiniones

Esta empresa ha recibido:

19 opiniones en Google My Business

Una media de opinión de 5/5

Medio de opinión

Los clientes de Carter Thompson Wealth Management expresan su satisfacción con los servicios de la empresa, destacando su profesionalismo, conocimiento y dedicación a la atención personalizada.

Un cliente escribió: "Fui recomendado por un amigo hace muchos años para utilizar los servicios de esta empresa, y puedo decir con seguridad que fue una de las mejores decisiones que he tomado. Han cuidado de mi mortgage y finanzas durante más de 20 años, y gracias a su orientación y dedicación estoy en una posición financiera segura en la jubilación".

Palabras clave

Finanzas, asesoramiento financiero, planificación financiera, gestión de inversiones, seguros, atención personalizada, profesionalismo, conocimiento, dedicación, servicios de consultoría financiera.

👍 Reviews of Carter Thompson Wealth Management

Stuart D.

5/5

I was recommended by a friend many years ago to use the services of this company, and I can safely say it was one of the best things I ever did. They have looked after my mortgage and finances for the last 20 plus years and due to their guidance & diligence I am in a secure position financially heading into retirement. I now recommend them to my friends and family, and I would highly recommend them to you.

Alexander B.

5/5

Been using the company for about 4 years now and they have been fantastic throughout. Steve is so friendly and really knowledgeable about finance but is able to keep all the jargon simple and understandable unlike other wealth management firms. Get regular updates on how investments are performing and can easily withdraw funds whenever necessary

Chris B.

5/5

First class advice and support was given. A friendly approach was offered in relation to our mortgage and life insurance. The team were extremely helpful in offering a service which was tailored to meet our individual financial situation. The staff were always happy to go the extra mile and acted with honesty and integrity to ensure our needs were met.

Paul C.

5/5

Great service. After years of putting off addressing my pension needs, i spoke to Andy who sorted this for me. Professional and knowledgeable and makes pensions easy to understand. Easy to get in touch with and keeps in regular contact about my plan.

Mark H.

5/5

Steve and his team have provided financial advice for myself and my family for over 20 years. From mortgages, insurances and savings they've been excellent and I'd highly recommend them.

Graham N.

5/5

This team have been with me for over twenty years. Professionalism, expertise, empathy. Access to so many financial products. Pension sorted, insurance sorted, mortgages sorted. I've never considered approaching anyone else, ever, since I first met Andrew. Cannot speak highly enough of them.

Helen W.

5/5

Can’t recommend Steve and team enough. Have used company for a lot of years now and always have first class service. Nothing is too much trouble for them and they make sure they look out for your best interests.

Glenn B.

5/5

With the guidance of Mr Steve Thompson we paid our mortgage off after 20 years.
Giving me the freedom to change jobs.
Giving me a better quality of life.
Brilliant down to earth service