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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 comprehensive 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
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.