|
Address: 13c New Street, Honiton, EX14 1HA
|
|
Telephone: 01404 46943
|
|
Fax: 01404 47918
|
|
Charging Structure: Disclosure of charges/fees
CarterDawes offer an initial consultation on a fee free basis. Further work can be undertaken either on a fee basis or commission basis which will be fully discussed and disclosed to you.
These will be disclosed in summary form before we undertake any work for you. The precise charges relating to any recommendations we make will be confirmed in your Suitability Report or relevant product disclosure information that is provided to you.
|
|
Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Ethical investments, Group Pensions, ISAs, Investment Bonds, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
|
|
Financial Qualifications: No records held.
|
|