Financial Planner in HORNSEA (UK) - Carter and Co Financial Planning Consultants

Carter and Co Financial Planning Consultants

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The Cherries,
Stanley Avenue,
HORNSEA,
HU18 1UG

T : 01964 537518
F : 01964 537946

www.carterandco.advisernet.co...

Carter and Co Financial Planning Consultants - Financial Planner

Set-Up in 1998, Carter and Co Financial Planning Consultants has 20 years experience in giving Financial Advice and Tax Planning and focuses on providing a bespoke personal service to clients throughout the UK.

Payment for advice can be flexible to suit clients need whether fully fee based or if necessary commissions.

The business is based in picturesque Hornsea on the East Coast, 50 miles west of York. The ongoing portfolio and plan maintenance (after initial personal assessment) is done using some of the most sophisticated online planning tools open to professional financial planner.

Carter and Co Financial Planning Consultants is a company that is dedicated to developing long term relationships with clients. Financial plans are developed to guide clients to reach goals throughout the different phases of life.

Carter and Co is an appointed representative of Burns-Anderson PLC. 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

Garry Carter, the Principal of Carter and Co gained many years experience with National IFA's as a Senior Consultant, Investment and Retirement Seminar Presenter and Development manager running courses for the Civil Service, Local Authorities and other well known affinity groups.

In setting up the Practice 9 years ago, a business has grown that demonstrates ethical values based upon a personal Christian faith and a sound Financial Planning Philosophy enabling personal financial Goals to be achieved.