Carterdawes Ifa Solutions Ltd
An Industry expert in all areas of Financial Services. Offering Clients, local, professional, friendly, impartial and bespoke Independent Financial Advice since 2002. With Offices in Devon & Ipswich, we pride ourselves in offering an honest and ethical Independent Financial Advice Service to all Clients. Our primary goal is to continue growing the number of Associates who wish to work with CarterDawes in order to provide Clients with honest, unbiased advice without commission or product provider bias. We are happy to help Clients, no matter the size of their Portfolio & we offer an initial discussion without fee or obligation. We have a great friendly team who will meet with Clients in the Honiton or Ipswich office. Alternatively, we also offer a flexible visiting service if our Clients would prefer to meet in the comfort of their own home. Our aim is to see if we can save money on our Clients Mortgage, or improve their Financial situation. With this in mind, please get in touch today, we are always happy to help you with Bespoke Financial Planning requirements.
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Verified contacts
23
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
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no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- MD
Mike Dawes
Director · General Business & Management
EmailPhone - JD
James Dawes
Independent Financial Advisor · Finance & Accounting
EmailPhone - SC
Simon Carter
Chartered Financial Planner · Finance & Accounting
EmailPhone - JC
Jessica Copp
Independent Financial Adviser · Finance & Accounting
EmailPhone - JW
Joshua Ware
Trainee Independent Financial Advisor · Finance & Accounting
EmailPhone - MB
Michael Baker
Independent Financial Adviser · Finance & Accounting
EmailPhone - PW
Pavla Woods
Administrative Assistant · General Business & Management
EmailPhone - SE
Sam Edwards
Financial Adviser · Finance & Accounting
EmailPhone - SH
Sarah Heal
Paraplanner and Independent Financial Adviser · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Carterdawes Ifa Solutions Ltd
12 distinct titles indexed · top 10 shown.
- 7independent financial adviser
- 3ifa
- 2chartered financial planner
- 2director
- 2independent financial advisor
- 1administrative assistant
- 1financial adviser
- 1ifa associate
- 1marketing
- 1office manager
- +2more titles
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