CarterDawes IFA Solutions Ltd - Honiton

Address: 130 High St, Honiton EX14 1JP, United Kingdom.
Phone: 140446943.
Website: carterdawes.com
Specialties: Financial planner, Financial institution, Mortgage broker.
Other points of interest: Restroom.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of CarterDawes IFA Solutions Ltd

CarterDawes IFA Solutions Ltd 130 High St, Honiton EX14 1JP, United Kingdom

☎️140446943

⏰ Open Hours of CarterDawes IFA Solutions Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–2 PM
Saturday: Closed
Sunday: Closed

CarterDawes IFA Solutions Ltd: Una empresa líder en asesoramiento financiero

CarterDawes IFA Solutions Ltd es una empresa de asesoramiento financiero con sede en Honiton, Reino Unido. La empresa se encuentra ubicada en la dirección 130 High St, Honiton EX14 1JP, United Kingdom., lo que la hace accesible para los clientes que buscan asesoramiento financiero en la región.

Información de contacto

Para contactar con CarterDawes IFA Solutions Ltd, puede llamar al teléfono 140446943 o visitar su sitio web en carterdawes.com. La empresa ofrece asesoramiento financiero personalizado y experto, lo que la convierte en una opción confiable para aquellos que buscan planificar y gestionar sus finanzas.

Especialidades

CarterDawes IFA Solutions Ltd se especializa en asesoramiento financiero, lo que incluye:

Asesoramiento financiero personalizado
Asesoramiento a instituciones financieras
Broker de hipotecas

La empresa cuenta con un equipo de expertos en asesoramiento financiero que pueden ofrecer asesoramiento personalizado y efectivo para ayudar a sus clientes a alcanzar sus objetivos financieros.

Otras características

Además de su especialización en asesoramiento financiero, CarterDawes IFA Solutions Ltd también ofrece:

Un ambiente de oficina limpio y cómodo, como se destaca en las opiniones de los clientes
* Un servicio al cliente atento y profesional

Opiniones de los clientes

CarterDawes IFA Solutions Ltd ha recibido opiniones muy positivas de sus clientes, con un promedio de 5/5 estrellas en Google My Business. Los clientes elogian la excelencia del servicio de la empresa, la conocimiento de sus asesores y la personalización del asesoramiento financiero. Algunos clientes han comentado que "su adviser es superb" y que "no querríamos cambiar a nadie más".

Recomendación

Basándonos en las opiniones de los clientes, se puede concluir que CarterDawes IFA Solutions Ltd es una empresa confiable y experta en asesoramiento financiero. Si está buscando asesoramiento financiero personalizado y efectivo, se recomienda visitar su sitio web o contactar con ellos para obtener más información.

👍 Reviews of CarterDawes IFA Solutions Ltd

Andy R.

5/5

Our adviser is superb. He conducts thorough research on our behalf, is extremely knowledgeable on his subject and we wouldn’t want to change.

I would absolutely recommend Carter Dawes as the quality of their service is 1st class.

Andy

5/5

We have been clients of Simon Carter for over 20 years. His knowledge of, attention to, our respective portfolios is first class: very regular and very personal. He is very knowledgable about taxation and matters related to our children and parents. Investment performance has constantly been pleasingly well above average. We deal with his capable assistant, Sarah, for routine matters, but he always does our annual review himself. We expect to stay with him till his IHT plan is implemented!!

Angela D.

5/5

Jess was great! Smart, knowledgable and down to earth. I feel much better informed now and look forward to hearing her recommendations.

Steve G.

5/5

Really helpful advice from Shane. He was so well prepared for the meeting, listened closely to our situation, and wasn’t afraid to challenge our thinking to ensure that we were considering all angles. Very much felt like he was looking after our future financial security. An absolute pleasure.

Andy S.

5/5

Dealt with Chris Vicary from Carter Dawes for several years now. Always found him professional with sound financial advice, and easy to deal with. Andy

Samantha D.

5/5

As a newly single mum I needed someone who was able to explain my financial situation and options in simple terms. Lousie at Carter Dawes did just this and I am confident that her advice was sound and took into account what was important to me at this point in my life. I wouldn't hesitate to use Carter Dawes in the future and would highly recommend.

Colin S.

5/5

Met with Simon and Sarah recently to discuss retirement planning. Received clear, concise options delivered in a very professional and engaging manner.

Tom B.

5/5

As a first time buyers, we felt a little out our depth with all the choices! Carter Dawes were excellent in this regard: breaking down our mortgage options and providing support throughout the process. Highly recommended.