CarterDawes IFA Solutions Ltd - Ipswich

Address: 7-9 Princes St, Ipswich IP1 1PH, United Kingdom.
Phone: 1473220980.
Website: carterdawes.com
Specialties: Financial planner.
Other points of interest: Appointment required.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of CarterDawes IFA Solutions Ltd

☎️1473220980

⏰ Open Hours of CarterDawes IFA Solutions Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–2 PM
Saturday: Closed
Sunday: Closed

CarterDawes IFA Solutions Ltd: A Comprehensive Financial Planning Service

Located in the heart of Ipswich, United Kingdom, CarterDawes IFA Solutions Ltd is a renowned financial planning company that offers a wide range of services to help individuals achieve their financial goals. Situated at 7-9 Princes St, Ipswich IP1 1PH, the company has been providing exceptional service to its clients for many years.

About CarterDawes IFA Solutions Ltd

CarterDawes IFA Solutions Ltd specializes in financial planning, assisting clients with various aspects of their financial lives, including health insurance, pensions, and investing. The company is dedicated to helping individuals understand their financial situation and create a plan that works best for them. With a team of experienced and knowledgeable professionals, CarterDawes IFA Solutions Ltd is committed to providing personalized service to each of its clients.

Key Features and Services

Specialties: Financial planner
Appointment required: CarterDawes IFA Solutions Ltd understands the importance of personal attention, and therefore, requires appointments for consultations to ensure a focused and productive meeting with clients.

Testimonials and Reviews

The company has garnered a stellar reputation among its clients, with an impressive average rating of 5/5 based on 20 reviews on Google My Business. Clients praise the company's knowledgeable and approachable staff, who take the time to understand their unique financial situations and provide tailored solutions. One satisfied client, Jess Moody, shared her experience, stating, "Jess Moody at Carter Dawes is brilliant She's knowledgeable and takes the time to help me understand."

Contact Information and Recommendations

For those looking to take control of their financial future, CarterDawes IFA Solutions Ltd is an excellent choice. To schedule an appointment and learn more about their services, visit their website at carterdawes.com. You can also reach them by phone at 1473220980. Remember that an appointment is required for consultations, ensuring that you receive the personalized attention you deserve.

Final Recommendation

👍 Reviews of CarterDawes IFA Solutions Ltd

Amira B.

5/5

Jess Moody at Carter Dawes is brilliant! She's knowledgeable and takes the time to help me understand.
From health insurance to my pension and investing, I feel like I'm on a much better path for my financial future.
It's also great to speak to someone who understands the challenges I'll face in the future (such as the gender pension gap).
Thank you, Jess!

f M.

5/5

Very impressed by CarterDawes capabilities. My retirement planning has considerably improved and this is due to their expertise and knowledge int he field. Quick and timely communication is also impressive and any transaction is well explained and documented. It goes without saying that I would highly recommend CarterDawes services to anyone seeking expert advice in this area

Deirdre

5/5

I met Chris, from CarterDawes, a few years ago. He has always been incredibly helpful, thorough and friendly.
Finances are like a foreign language to me. Chris has worked hard to ensure that I understand clearly what my options are, and has always made time to answer any questions I have.
I would recommend CarterDawes without hesitation, for financial advice.

David T.

5/5

I have been working with Sam Edwards for over 3 years now and I am very impressed with the professional support I have received throughout this time. I have made some big financial decisions during this period and Sam has helped me every step of the way.
Thanks Sam, keep up the good work !

Brenda H.

5/5

A very professional and friendly company. All aspects of financial services and management are clearly explained and expressed. Everything is dealt with familiarity and sincerity. Five stars rating is very well deserved. Cater Dawes are very highly recommended

Gill B.

5/5

We use Carter Dawes to look after our finances. Our Financial Adviser, Sam Edwards, has done a great job for us. He is knowledgable and we trust him implicitly. He is personable, he listens and he explains. We have seen our pension pot grow and have recommended him and Carter Dawes to friends and family.

Adam H.

5/5

I have been working with Sam Edwards at Carter Dawes for a number of years now. He is very knowledgeable, professional individual and could not recommend his and Carter Dawes services any more highly.

Janet R.

5/5

Sam has recently undertaken for me the review and reorganisation of my long neglected investments. He is invariably prompt, responsive, efficient and careful, patient in his explanations and keeps me fully informed at every stage. He is courteous and pleasant to work with. I am happy to recommend Carter Dawes and Sam's services to anyone.

Two years on - The review above still stands. Sam is proactive, careful and trustworthy. I am well pleased!