Carter Thompson Wealth Management Reviews 71

The service I have received has been First Class, from my initial investment to annual reviews to making a withdrawal from my plan, everything has been hassle free. Thank you to Steve and all the staff who have helped with everything.

Been a customer of Carter Thompson for many years. I have always found them to be knowledgeable, trustworthy and up to date on all types of financial products. I would wholeheartedly recommend them for any type of financial work.

Excellent friendly personal service as always. Very professional and attentive to personal requirements. Would highly recommend!

Always happy to do home appointments, very knowledgeable and has helped us a great deal. Thanks Andy & Sophie

Yearly review with Steve Thompson at our home address.
Steve explained the current situation with our investment, which is currently doing well ,we were pleased with the information given to us
Mr &Mrs Gardiner

Andy has helped us with our mortgage, savings and insurance needs for several years. A very professional service overall.

Great Service. Simon’s knowledge, expertise & professionalism has been superb throughout. He regularly keeps us updated on our finances.

Simon was very knowledgeable and helpful throughout the whole process giving us great peace of mind would definitely recommend.

Professional service provided with very knowledgeable staff.

Been with Simon at this company for a while now after been recommended by a friend. He did exactly what I wanted and that was to combine several pensions from various previous employers and get them all in one pot that actually works for me, very good at explaining the ins and outs and delivers good results. Happy to recommend

I have used Carter Thompson Wealth over the last couple of years to help manage my finances and pension. The friendly service has always been excellent, and the advice is helpful and invaluable, simplifying what is often a very complex and difficult to understand area. Would highly recommend!

We have been customers of Carter Thompson Wealth Management for over 20 years. They have provided us with excellent advice on mortgages and pension funds. A very friendly and knowledgeable company, nothing is too much trouble. I have recommended family and friends to them for years and everyone has stayed with them, this speaks volumes. A very trustworthy, friendly, knowledgeable service.

I met our advisor with my wife for pension advise. The advisor explained about different products, how they performed and long term benefits. We also had a conversation about risk and products that suited my risk profile were found. I found the advisor friendly and trusted his advise and I was happy to follow his advise
Rob

Simon was a great help and his knowledge & know how helped me make some key decisions with my pension moving forward!

CTWM comprehensively investigated my existing pension situation, before advising me on the best course of action, for me, personally.
I was kept fully informed throughout and was extremely satisfied with the outcome. I am now confident that my combined pension fund is being actively managed to provide me with the best possible outcome, on my retirement.

What a very friendly and helpfull company. Simon made the experience
Very easy. Would deffo recommend them.

Simon helped me to consolidate my pensions last year - the process was seamless and he took great care to make sure I was comfortable with my investment plan. Would definitely recommend!

Simon Cowing advised me on setting up a pension. As I didn't have much knowledge on what options were available for me, Simon made the process really straight forward