Experience

Carter Wealth Management

• Financial Services
• 1 - 100 Employee

• Director of Carter Wealth Management Ltd, Associate Partner Practice of St. James's Place

  • Mar 2013 - Present

  In 2013 I became an Associate Partner Practice of St. James's Place Wealth Management Plc, due to their distinctive investment management approach and having the backing of a FTSE 100 Company. Please see more details at: www.carterwealthmanagement.co.ukThe Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives



Carter Financial Planning LLP

• Owner

  • Jul 2001 - Mar 2013

  To provide comprehensive, plain speaking financial advice, to our existing and new clients. Any new clients or enquiries welcome. To provide comprehensive, plain speaking financial advice, to our existing and new clients. Any new clients or enquiries welcome.