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About Us

The Carter Moore Group based in Swindon, Wiltshire was established in 2006 and comprises two privately owned businesses, Carter Moore Financial Advice & Wealth Management Ltd and Carter Moore LLP.

Carter Moore Financial Advice & Wealth Management Ltd provides independent advice on:

Investments
Pension & Retirement Planning
Asset Management
Tax Planning
Long Term Care Planning

Carter Moore LLP provides comprehensive advice on:

Mortgages
Equity Release
Protection
Life Insurance
Critical Illness Insurance
Income Protection
Family Income Benefit
Whole Of Life Insurance
Buildings & Contents Insurance

Why us?

With a wealth of experience and expertise derived from working in estate agency, banking and mortgage broking at the highest levels, we exceed the new qualification benchmark set by the Financial Conduct Authority in December 2012.

We are also highly skilled in the use of state of the art software which is essential to explore and research the literally thousands of different options available to clients when making financial decisions.

All of this combined means that our clients can be confident they are receiving the best advice in order to meet their objectives.



Tax Planning is not regulated by the Financial Conduct Authority.

If you are interested in mortgages, protection or equity release please click here to go to Carter Moore LLP.







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Contact Us


19 Old Court
Royal Wootton Bassett
Wiltshire
SN4 8QY

T: 01793 852024
E: enquiries@cartermoore.co.uk

Carter Moore Financial Advice & Wealth Management Ltd Registered Company Number: 8441390

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© Carter Moore 2022.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Carter Moore Financial Advice & Wealth Management Ltd FCA No. 600447 is an appointed representative of Julian Harris Financial Consultants FCA No.153566, which is authorised and regulated by the Financial Conduct Authority. Carter Moore Financial Advice & Wealth Management Ltd. Company Registered No: 8441390. Registered in England. Registered Address: 19 Old Court, Royal Wootton Bassett, Wiltshire, SN4 8QY

The material on the site is the copyright material of Carter Moore. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Carter Moore content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Carter Moore does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Carter Moore content requires the prior written permission of Carter Moore.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances

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