Set-Up in 1998, Carter and Co Financial Planning Consultants has 21 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.
For more information, please visit www.carterandco.eu