What a 1st class company. We have had meetings with Michael Harrington and found him extremly helpful and very professional. He explained our finances and our future forcast which he made easy for us... Voir plus
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Lisez les avis des autres
Following a lengthy and difficult divorce, I recently received a pension sharing order and was extremely fortunate to be put in touch with Michael Harrington. I have very little knowledge or... Voir plus
I have used Carter Thompson for over 20years and I have always found them very helpful and professional. They have helped us with our mortgage, pensions, savings and insurance. Steven Thompson always... Voir plus
Michael Harrington was extremely professional and talked us through our options in a way we understood. With his help my husband has been able to semi-retire, something we could never have done witho... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
Carter Thompson Wealth Management offers personalised financial planning solutions for both individual and business clients at every stage of their life. We are the Wealth Management division of Mortgage Advice Centre. 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. Carter Thompson Wealth Management is a trade name of Carter Thompson & Associates Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 15-01-25
Coordonnées de contact
64 West Auckland Road, DL3 9EP, Darlington , Royaume-Uni
- 01325 245288
- info@ctwealth.co.uk
- ctwealth.co.uk
4,8
Excellent
76 avis
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Andy Cater and his team have been very…
Andy Cater and his team have been very efficient in managing my personal finances and organising a mortgage for me. I would highly recommend this company.
6 septembre 2021
Avis spontané
First class company
First class company, for any financial advice this is the company to go to.
6 septembre 2021
Avis spontané
Friendly and informative
Friendly and informative. All options explained clearly. Would definitely recommend.
6 septembre 2021
Avis spontané
Andrew Carter is customer focused.
Andrew Carter is a solid no nonsense guy with a wealth of knowledge in financial planning. He is very customer focused and goes to great lengths in tailoring and explaining his advice to each of his clients’ personal circumstances with patience and clarity.
6 septembre 2021
Avis spontané
Highly recommend
I have used Carter Thompson for over 20years and I have always found them very helpful and professional. They have helped us with our mortgage, pensions, savings and insurance. Steven Thompson always has time to help us understand any jargon that may be confusing, explaining step by step, and sometimes more than once. I would recommend everyone to contact them if needing advice. Just a mention cake and biscuits help with any transactions 😁
6 septembre 2021
Avis spontané
10/10 Service
I would recommend Andy Carter of Carter Thompson every time, he is not only professional but has your best interests at heart. He takes the time to explain everything and listen to your needs. Brilliant company wouldn't use anyone else!
6 septembre 2021
Avis spontané
Pension and investment advice
Great service and advice from Andy who advised us both on personal pensions and investing some of our monthly savings. Professional, friendly and explained everything in easy to understand terms.
6 septembre 2021
Avis spontané
Great Service
After been recommend to us by family we have used Carter Thompson for a number of years now for all our financial adviceand assistance. Andy and Sophie are friendly and so easy to deal.
6 septembre 2021
Avis spontané
Excellent advice
Steve gave me excellent advice on pension management and I will definitely use him again. I am really sceptical about wealth advisors but he was genuinely interested in doing the right thing for me!!
4 septembre 2021
Avis spontané
Highly Recommended
I can't recommend Carter, Thompson Wealth Management highly enough. All my financial dealings have been very straight forward and handled swiftly. This firm is professional and caring. Highly recommended for all financial needs.
3 septembre 2021
Avis spontané
My wife and I are confident in our investment
My wife and I chose to make an investment through Steve Thompson because I have known him for several years and found him to be very trustworthy, creditable and an experienced financial advisor. Our investment has already yielded an anticipated and acceptable return. We have every confidence in Steve.
3 septembre 2021
Avis spontané
Totally Recommend
Wish I'd met Steve (Thompson) years earlier. Great advice and good fund performance.
3 septembre 2021
Avis spontané
Fantastic service from Steve who has…
Fantastic service from Steve who has helped us for many years and finally to the point where my husband can retire knowing we are financially secure . Many meetings , lots of conversations and endless patience until we understood everything . Nothing is ever too much trouble . We highly recommend !!
31 août 2021
Avis spontané
Various Investments
I asked Russell Robertson for his advice on some investments. I was truly impressed with his depth of knowledge, professionalism and friendly manner. We implemented some of his suggestions, and I have been extremely happy with the results. I have found Russell to be completely trustworthy and I will continue to use his services in the future. Thank you Russell. Susan Wood
24 août 2021
Avis spontané
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