Whether you are a first time buyer, home mover or looking to remortgage; Carter Financial Services have a significant amount of expertise in the mortgage market; we are therefore able to guide you through the home buying process or remortgage process in a relaxed and easily understandable manner.  “Your home may be repossessed if you do not keep up repayments on your mortgage.”

At Carter Financial Services our pension advice service is designed specially to meet your needs at current position. Pension advice include to provide you with a review of your pension, advice on consolidating your pensions, we can also provide pension planning for business owners. No matter how old you are, there is always a value in saving into a pension scheme, particularly if your employer is also willing to contribute.

In order to achieve future plans and aims action needs to be made ahead of time. Under careful planning, timing and good financial advice we aim to produce the most appropriate returns on your investments, thereby helping you to reach your long term aspirations. We have providers who offer a range of pension products that will provide you with the investment needed to fulfill your life style, the key in many instances is to start early.

We provide financial advice to both individuals and businesses on a commission, our first meeting is free of charge. An ongoing relationship with our clients has always been integral to our business, as we believe that it can add significant value to both individuals and businesses. Dependent upon client circumstances the ongoing relationship may vary but the main purpose of this is to monitor your ongoing financial position to ensure that the products continue to meet your requirements.

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We’ll Find Effective Way To Meet All Your Financial Needs

Our Proven Process Produces Results

1. MEETING

Establishing and defining the client-planner relationship

2. PLANNING

Gathering client data and determining expectations

3. EXECUTE

Analyzing and evaluating the client’s financial status

4. CONFIRMATION

Implementing the financial planning recommendations

5. DELIVERY

Monitoring the financial planning recommendations

We’re Here To Help You!

Through Creative Ideas, Innovation & Sheer Determination

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