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... Voir plus
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Lisez les avis des autres
Following a lengthy and difficult divorce, I recently received a pension sharing order and was extremely fortunate to be put in touch with Michael Harrington. I have very little knowledge or... Voir plus
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... Voir plus
Michael Harrington was extremely professional and talked us through our options in a way we understood. With his help my husband has been able to semi-retire, something we could never have done witho... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
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
Coordonnées de contact
64 West Auckland Road, DL3 9EP, Darlington , Royaume-Uni
- 01325 245288
- info@ctwealth.co.uk
- ctwealth.co.uk
4,8
Excellent
76 avis
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Can't recommend highly enough!
Simon was recommended to us by friends and we're honestly so grateful for the recommendation. We had no idea about what to expect from our pensions. Simon pulled it altogether for us and gave us a clear view of what we could expect and explained everything really well, he worked with us to see when we could realistically retire and it was much sooner than we had previously thought! So friendly but professional with it, we honestly can't thank him enough or recommend him and the company highly enough.
1 novembre 2023
Avis spontané
Reliable and Professional
We have used Carter Thompson for many years and have always found them extremely helpful and reliable.
The service provided is professional.Steve and the team are trustworthy and always approachable.I wouldn’t hesitate to recommend them to anyone looking for honest financial advice.
4 août 2022
Avis spontané
We have been clients with the company…
We have been clients with the company for over 20 years having been provided with fantastic advice on a number of services.
Always Professional, confidential and 100% providing the best advice. Excellent customer updates without any prompting or chasing on the clients behalf.
Thank you.
4 août 2022
Avis spontané
Superb and professional service…
Superb and professional service received. Knocked years off our mortgage within hours of our visit without increasing our payments. I can't recommend highly enough
6 juin 2022
Avis spontané
Excellent Service with a Personal Touch
I have received excellent service from Carter Thompson for many years and would recommend them to anyone. A very big thank you to Andy and the team who have served me with genuine care each and every time : )
Rose
16 mai 2022
Avis spontané
First Class Service, Thank you.
The service I have received has been First Class, from my initial investment to annual reviews to making a withdrawal from my plan, everything has been hassle free. Thank you to Steve and all the staff who have helped with everything.
16 février 2022
Avis spontané
Been a customer of Carter Thompson for…
Been a customer of Carter Thompson for many years. I have always found them to be knowledgeable, trustworthy and up to date on all types of financial products. I would wholeheartedly recommend them for any type of financial work.
1 février 2022
Avis spontané
Personal experience
Excellent friendly personal service as always. Very professional and attentive to personal requirements. Would highly recommend!
1 février 2022
Avis spontané
Wouldn’t use anyone else
Always happy to do home appointments, very knowledgeable and has helped us a great deal. Thanks Andy & Sophie
14 janvier 2022
Avis spontané
Yearly review
Yearly review with Steve Thompson at our home address.
Steve explained the current situation with our investment, which is currently doing well ,we were pleased with the information given to us
Mr &Mrs Gardiner
6 décembre 2021
Avis spontané
Excellent Guidance on Financial Issues
Andy has helped us with our mortgage, savings and insurance needs for several years. A very professional service overall.
25 septembre 2021
Avis spontané
Excellent and professional service
20 septembre 2021
Avis spontané
Great Service
Great Service. Simon’s knowledge, expertise & professionalism has been superb throughout. He regularly keeps us updated on our finances.
18 septembre 2021
Avis spontané
5 Star service
Simon was very knowledgeable and helpful throughout the whole process giving us great peace of mind would definitely recommend.
16 septembre 2021
Avis spontané
Professional service provided with very…
Professional service provided with very knowledgeable staff.
16 septembre 2021
Avis spontané
Definitely worth the switch over too
Been with Simon at this company for a while now after been recommended by a friend. He did exactly what I wanted and that was to combine several pensions from various previous employers and get them all in one pot that actually works for me, very good at explaining the ins and outs and delivers good results. Happy to recommend
14 septembre 2021
Avis spontané
Great service
I have used Carter Thompson Wealth over the last couple of years to help manage my finances and pension. The friendly service has always been excellent, and the advice is helpful and invaluable, simplifying what is often a very complex and difficult to understand area. Would highly recommend!
14 septembre 2021
Avis spontané
We have been customers of Carter…
We have been customers of Carter Thompson Wealth Management for over 20 years. They have provided us with excellent advice on mortgages and pension funds. A very friendly and knowledgeable company, nothing is too much trouble. I have recommended family and friends to them for years and everyone has stayed with them, this speaks volumes. A very trustworthy, friendly, knowledgeable service.
14 septembre 2021
Avis spontané
Excellent Advice
14 septembre 2021
Avis spontané
Financial advise
I met our advisor with my wife for pension advise. The advisor explained about different products, how they performed and long term benefits. We also had a conversation about risk and products that suited my risk profile were found. I found the advisor friendly and trusted his advise and I was happy to follow his advise
Rob
13 septembre 2021
Avis spontané
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