Carter Wealth Management Ltd
David Carter
Dip CII
Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
About
Carter Financial Planning LLP was founded in 2001 by David Carter, who's worked in the industry for over twenty years. We have a team who are well experienced and have the knowledge to meet all our clients' requirements in each specific area.
At the start of 2013, we recognised that we could provide clients with a better service by becoming a Partner Practice of St. James's Place. Therefore Carter Financial Planning LLP became Carter Wealth Management Ltd and we are now an Associate Partner Practice of St. James's Place.
Carter Wealth Management Ltd has access to a vast array of products and services to meet your every need. We are based in West Yorkshire, although we give advice to clients across the UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 18/10/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
