About Us

About Us

About the Team

At Carter Thompson Wealth Management we focus on providing personalised financial and retirement planning advice to individuals, families and businesses.

Established 25 years ago in 1999 as Carter and Thompson Associates Ltd, we have over 150 years of combined experience within financial services. We have two offices, based in Darlington and Bishop Auckland, making us perfectly situated to cover the whole of County Durham.

CT Wealth is the financial planning division of Mortgage Advice Centre. We have a team of 5 financial planners and experienced support staff.

We’re a friendly, local business that has grown because our clients refer their friends and families. We offer clear, simple jargon-free advice to ensure that you understand every step, giving you the confidence that you are in safe hands.

Outside the office you’ll find us enjoying days out in the Lake District or spending quality time
with our families and beloved dogs.

We are also keen supporters of grass-roots sports in Darlington, Newton Aycliffe and Bishop Auckland and a number of local charities.

About CT Wealth Management

We work with clients from all walks of life with a wide variety of financial planning needs, our team can advise on:

• Savings and investments

• Pensions and retirement planning

• Tax efficient investment vehicles

• Inheritance tax planning

We offer an holistic approach to help you achieve your long-term financial goals. Whether that is retiring early, investing for your future or minimising tax, we will look at your needs and objectives whilst ensuring everything is explained in plain English. 

About our fees

We don’t charge for an initial consultation and of course, there is no obligation to continue with our services. Our fees vary depending on the client’s specific needs.

Carter Thompson & Associates Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is regulated by the Financial Conduct Authority.

About our clients

Our business is built on relationships and we pride ourselves on providing our clients excellent service and advice through our expert knowledge and support.

We understand that financial advice should be regular, personal and bespoke to make the most of your finances. Our main aim is to help you build and preserve your wealth for you and future generations.

Our feedback is excellent, with regular mentions of our friendly, professional and efficient service, as well as our excellent communication skills. With a five star rating on Trustpilot, however, you don’t need to take our word for it. See what our customers have written about us to date.

Please note that the value of investments and any income from them can go down, as well as up, and you may not get back the original amount invested.