Carter Thompson Wealth Management - Darlington

Carter Thompson Wealth Management

Carter Thompson Wealth Management is a highly-regarded financial consulting firm located at 64 W Auckland Rd, Darlington DL3 9EP, United Kingdom. Established with the aim of providing top-notch financial guidance to clients, the company has built a solid reputation over the years.

With a specialization in financial consulting, Carter Thompson Wealth Management understands the complexities of managing personal finances and offers tailored solutions to meet the unique needs of each client. Key features of the company include a wheelchair accessible entrance, parking lot, and restroom, making it conveniently accessible to all.

The company's commitment to excellence is evident in their 5/5 average rating based on 19 Google My Business reviews. Many clients have expressed their satisfaction with the personalized service and expert advice provided by the firm's knowledgeable staff. One reviewer noted, 'I was recommended by a friend many years ago to use the services of this company, and I can safely say it was one of the best things I ever did. They have looked after my mortgage and finances for the last 20 plus years and due to their guidance & diligence I am in a secure position financially heading into retirement.'

To get in touch with Carter Thompson Wealth Management, you can call them at 1325245288 or visit their website at ctwealth.co.uk.

👍 Reviews of Carter Thompson Wealth Management

Stuart D.

5/5

I was recommended by a friend many years ago to use the services of this company, and I can safely say it was one of the best things I ever did. They have looked after my mortgage and finances for the last 20 plus years and due to their guidance & diligence I am in a secure position financially heading into retirement. I now recommend them to my friends and family, and I would highly recommend them to you.

Alexander B.

5/5

Been using the company for about 4 years now and they have been fantastic throughout. Steve is so friendly and really knowledgeable about finance but is able to keep all the jargon simple and understandable unlike other wealth management firms. Get regular updates on how investments are performing and can easily withdraw funds whenever necessary

Chris B.

5/5

First class advice and support was given. A friendly approach was offered in relation to our mortgage and life insurance. The team were extremely helpful in offering a service which was tailored to meet our individual financial situation. The staff were always happy to go the extra mile and acted with honesty and integrity to ensure our needs were met.

Paul C.

5/5

Great service. After years of putting off addressing my pension needs, i spoke to Andy who sorted this for me. Professional and knowledgeable and makes pensions easy to understand. Easy to get in touch with and keeps in regular contact about my plan.

Mark H.

5/5

Steve and his team have provided financial advice for myself and my family for over 20 years. From mortgages, insurances and savings they've been excellent and I'd highly recommend them.

Graham N.

5/5

This team have been with me for over twenty years. Professionalism, expertise, empathy. Access to so many financial products. Pension sorted, insurance sorted, mortgages sorted. I've never considered approaching anyone else, ever, since I first met Andrew. Cannot speak highly enough of them.

Helen W.

5/5

Can’t recommend Steve and team enough. Have used company for a lot of years now and always have first class service. Nothing is too much trouble for them and they make sure they look out for your best interests.

Glenn B.

5/5

With the guidance of Mr Steve Thompson we paid our mortgage off after 20 years.
Giving me the freedom to change jobs.
Giving me a better quality of life.
Brilliant down to earth service