Carter Thompson Wealth Management Anmeldelser 

78
•
TrustScore 5 ud af 5

4,8

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Se, hvad kunderne siger

Bedømt til 5 ud af 5 stjerner

I cannot recommend Carter Thompson Wealth Management enough for their excellent pension and financial advice. Working with Steve initially and then with David Hardy, from the very first meeti... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

I was looking for a financial advisor close to where I live &was contacted by Michael Harrington of Carter Thompson wealth management in Darlington, after brief over the phone chat. Michael came... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Virksomhedsoplysninger

  1. Finansrådgiver
  2. også i
  3. Finansiel tjeneste uden banklicens
  4. Økonomisk rådgiver

Skrevet af virksomheden

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


Kontaktoplysninger

4,8

Fremragende

TrustScore 5 ud af 5

78 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen nylige anmeldelsesinvitationer

Denne virksomhed har ikke inviteret kunder til at skrive anmeldelser for nylig, så anmeldelserne er muligvis ikke repræsentative

Sådan bruger denne virksomhed Trustpilot

Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.

4,8

Alle anmeldelser

(78)

8 anmeldelser inden for de sidste 12 måneder

Skriv en anmeldelse
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Bedømt til 5 ud af 5 stjerner

Trustworthy

This company was recommended to me by a very satisfied customer and he was absolutely right. They have given me excellent advice and guidance. They are trustworthy, honest with their answers and they focus on what is right for me in my circumstances. I have found them responsive, it is easy to contact and meet them (Zoom) and they give me all the information I needed to make decisions I am very happy with. My partner who has had a bad experience with a financial advisor was unsure about going to another but he is now confident in Carter Thompson.

7. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. august 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. august 2021
Uopfordret anmeldelse

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