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About the Team
Carter Thompson & Associates Ltd was founded back in 1999 and has over 100 years combined experience within the financial services sector. Over the past twenty years we have expanded into three locations, covering the entire North East region.
Carter Thompson Wealth Management is the wealth management division of Mortgage Advice Centre. We have a team of 5 financial planners with experienced support staff.
The CT Wealth Management team prides itself on its ability to provide our clients with straightforward and jargon-free advice. Outside of 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 and a number of local charities.
About CT Wealth Management
CT Wealth Management offers personalised financial planning solutions for both individual and business clients at every stage of their life.
We know that individual circumstances can change throughout your lifetime which is why we offer a holistic approach to help you achieve your long-term financial goals. 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.