Absolutely fantastic service from Jenna Mackenzie, she is so friendly and professional. After retiring and thinking my pensions were straight forward and I didn’t need help I received paperwork tha... See more
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I have used Carter Thompson for over 20years and I have always found them very helpful and professional. They have helped us with our mortgage, pensions, savings and insurance. Steven Thompson always... See more
Fantastic service from Steve who has helped us for many years and finally to the point where my husband can retire knowing we are financially secure . Many meetings , lots of conversations and endles... See more
We have been customers of Carter Thompson Wealth Management for over 20 years. They have provided us with excellent advice on mortgages and pension funds. A very friendly and knowledgeable company, no... See more
Company details
Written by the company
Carter Thompson Wealth Management offers personalised financial planning solutions for both individual and business clients at every stage of their life. We are the Wealth Management division of Mortgage Advice Centre. We know that individual circumstances can change throughout your lifetime which is why we offer a holistic approach to help you achieve your long-term financial goals. We will look at your needs and objectives whilst ensuring everything is explained in plain English. Carter Thompson Wealth Management is a trade name of Carter Thompson & Associates Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 15-01-25
Contact info
64 West Auckland Road, DL3 9EP, Darlington , United Kingdom
- 01325 245288
- info@ctwealth.co.uk
- ctwealth.co.uk
4.8
Excellent
71 reviews
No history of asking for reviews
This company hasn't invited their customers, so reviews may not be representative
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10/10 Service
I would recommend Andy Carter of Carter Thompson every time, he is not only professional but has your best interests at heart. He takes the time to explain everything and listen to your needs. Brilliant company wouldn't use anyone else!
6 September 2021
Unprompted review
Pension and investment advice
Great service and advice from Andy who advised us both on personal pensions and investing some of our monthly savings. Professional, friendly and explained everything in easy to understand terms.
6 September 2021
Unprompted review
Great Service
After been recommend to us by family we have used Carter Thompson for a number of years now for all our financial adviceand assistance. Andy and Sophie are friendly and so easy to deal.
6 September 2021
Unprompted review
Excellent advice
Steve gave me excellent advice on pension management and I will definitely use him again. I am really sceptical about wealth advisors but he was genuinely interested in doing the right thing for me!!
4 September 2021
Unprompted review
Highly Recommended
I can't recommend Carter, Thompson Wealth Management highly enough. All my financial dealings have been very straight forward and handled swiftly. This firm is professional and caring. Highly recommended for all financial needs.
3 September 2021
Unprompted review
My wife and I are confident in our investment
My wife and I chose to make an investment through Steve Thompson because I have known him for several years and found him to be very trustworthy, creditable and an experienced financial advisor. Our investment has already yielded an anticipated and acceptable return. We have every confidence in Steve.
3 September 2021
Unprompted review
Totally Recommend
Wish I'd met Steve (Thompson) years earlier. Great advice and good fund performance.
3 September 2021
Unprompted review
Fantastic service from Steve who has…
Fantastic service from Steve who has helped us for many years and finally to the point where my husband can retire knowing we are financially secure . Many meetings , lots of conversations and endless patience until we understood everything . Nothing is ever too much trouble . We highly recommend !!
31 August 2021
Unprompted review
Various Investments
I asked Russell Robertson for his advice on some investments. I was truly impressed with his depth of knowledge, professionalism and friendly manner. We implemented some of his suggestions, and I have been extremely happy with the results. I have found Russell to be completely trustworthy and I will continue to use his services in the future. Thank you Russell. Susan Wood
24 August 2021
Unprompted review
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