About Us...
Our experts train for years so you don’t have to…
Carter Financial Planning LLP was founded in 2001 by David Carter, who's worked in the industry for over twenty years.
A "youngish" team with a wealth of knowledge!
We have a team of Advisors who are well experienced and have the knowledge to meet all our client's requirements in each specific area.
As Independent Financial Advisors, Carter Financial Planning LLP has access to a vast array of products and services to meet your every need, unlike most banks or building societies who are tied to one particular company.
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.
As fully Independent Financial Advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning, mortgage advice, or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable working on a commission basis. Either way will result in us fully disclosing our fees and commission in an open and transparent manner.
Three little things…
Our mission statement is to build ongoing relationships with our clients based on giving the best advice, the best service and great value for money. We want to be your first choice for financial services.