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.
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
Lifetime cash flow planning
5 pitfalls that put your retirement plans at risk
Imagine the scene; you’ve spent your life living frugally, saving efficiently and
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?
What is a Self-Invested Personal Pension
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......