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Your local experts for your financial planning requirements, whatever your life stage

Talk to us today to discuss the most suitable options for you.
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Our Financial Planning Experts are Here to Help You...

Why Carter Thompson Wealth Management?

For most, our early adulthood isn’t complicated by our finances, but as time moves on, we may need support with savings, or planning for marriage and children, through to retirement. We can support you through all of these scenarios with a range of support and financial planning services. 

Our financial advisors can look at your needs, objectives, and goals, to get a full understanding of your individual circumstances which allows us to help you plan for your financial future. We also offer corporate financial planning for business owners and those who are self-employed.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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Financial Planning Experts
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Our Services

When planning for the future, most people will consider their financial situation, including taking a look at their pensions and investments. This can be a challenging and complex process, especially if you’re looking to fully understand the range of options available for you and your circumstances at any one time.

Our team can provide expert guidance and support to help you make an informed decision and we specialise in the following areas:

  • Pensions
  • Investments & Savings
  • Wealth Management

We’re committed to helping you fully understand the choices that are available to you.

Get in Touch
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