Carter Thompson Wealth Management Reviews 71

I’ve been with Carter and Thompson now for over 10 years for my mortgage and pension and have always had a AAA service that has been tailored to my needs and changes in Circumstances, they have always been professional with a personal touch and can highly recommend them.

Having been introduced to Andy and the team through my family, dealing with the intricacies of mortgage, pensions and life insurance has been remarkably straight forward. I make a request and Andy & co do all the research, show me the details and then when I'm ready, they execute.
The team have also made their formerly face-to-face business work successfully via online meetings throughout lockdown.
Andy is firmly established as my 'go-to guy' for financial matters.

I would highly recommend!! Very professional and knowledgeable also very approachable if you have any concerns, I have recommended to friends and family and we all have the same opinion we would not let anyone else deal with our finances.

Carter Thompson Wealth Management are a truly professional company who will guide you through the many pitfalls of finance and investment plans to ensure the right plan suits you

As always Steve and the Team have been informative about the best way forward with our mortgage… giving us the best advice and going the extra mile to make sure everything goes smoothly. Can’t recommend them enough 10/10.

Brilliant service nothing to much trouble great advice and always reply very quick even weekends would recommend this company to anyone the best out there. Well done jon and the team.

Andrew Carter recently completed my pension review and as always was very professional and approachable, gives well informed advice and I will be using his services for many years to come.

Highly recommend.

I have used Carter Thompson for many years. Their advice is always friendly, impartial and excellent. I would highly recommend them and will continue to use their services.

Steve Thompson has provided retirement planning for us for a number of years and regularly reviews our pensions and provides advice on an on-going basis. We value his service immensely and thanks to Steve feel extremely comfortable going into retirement. We would recommend Steve 100%, his approach is about explaining things as simple as possible without using any jargon, a real breath of fresh air.

Excellent customer service.
Very professional and friendly , helped us sort out pensions and savings couldn't recommend them highly enough .

Strongly recommend this company. Andy explains everything so it is easy to understand. Staff at office very friendly, nothing too much trouble. Would not have anyone else look after my money. Very trustworthy and I feel they put the customer first. Also very reassuring if you are worried about your finances. Always have time to chat to you,wouldnt go anywhere else.

Having worked with Andy and his team for the best part of ten years. I have to say I am more than happy with the service provided. They take time to understand what's right for each client at a perticular time. I would have no hesitating in recommending them to family and friends.

Carter Thompson helped me sort out my Mortgage, finances and pensions. Excellent customer service with a thorough explanation throughout. Thanks for everything!

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.

Friendly, helpful service and extremely knowledgeable. Business dealt with in a professional manor.

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.

First class company, for any financial advice this is the company to go to.

Friendly and informative. All options explained clearly. Would definitely recommend.

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.

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 😁