Welcome to Graham Carter & Co

Insight, Clarity, Strategy

The cornerstones of our company

We are a well-established family firm of fully independent Chartered Financial Planners based right in the heart of Chester.

When you need financial and investment advice it’s important to talk to the right people – people with your best interests in mind. We’re fully independent, which means unlike the big high-street ‘names’ we can source solutions from the whole market, rather than just the limited range that a bank or insurance company might offer.

And, as we’re one of the small percentage of financial planners who have achieved Chartered status, you can be sure we’re committed to maintaining the very highest professional and ethical standards.

It’s why our clients have been trusting us to help them plan, grow and thrive for 50 years.

Our Services

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Wealth Management

We all want our investments to grow as fast as they can. But what’s the best balance of risk against return for you?

Retirement Planning

Retirement Planning

The good news is we’re living longer than ever. But how do you make sure you have enough money for the retirement you want?

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Business Financial Planning

Business Financial Planning

If you run your own business or manage a company are you fully prepared if something went seriously wrong?

Why Graham Carter & Co?

At Graham Carter & Co. we believe our greatest strengths are our half century of experience helping clients of all kinds manage their investments and the friendly, attentive, truly personal service that we provide.

Of course we’ve access to up-to-the-minute market insight and we use the very latest in personal financial modelling software. And we’re proud to have achieved the distinction of Chartered status. (Less than 10 percent of financial planners have.)

Do click to watch the videos below to find out more. 

What it means to be Chartered

Why do you need a Chartered Financial Planner?
Lifetime cash flow planning
5 pitfalls that put your retirement plans at risk

5 pitfalls that put your retirement plans at risk

Imagine the scene; you’ve spent your life living frugally, saving efficiently and

investing wisely..............

What do you need to consider regarding a defined benefits pension transfer?

Making sure you're on track to retain your lifestyle in retirement

Do you feel like you just go to work day in, day out, with the weeks quickly turning to months and the months to years?

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What is a Self-Invested Personal Pension

(SIPP)?

SIPPs are designed to give you greater control over your retirement savings. With a SIPP you can choose from a wide range of high quality investments......

Latest Newsletter

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Market Comment

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