Helping our clients plan, grow and thrive for 50 years
1968 was an eventful year. Apollo 8 became the first manned spacecraft to orbit the moon and confusion reigned on the high street as decimalisation introduced the new five and ten pence coins in preparation for the replacement of pounds, shillings and pence.
And, while it may not quite have made those kinds of headlines, it was an important year for us too because it’s when Graham Carter & Co. was founded with the aim of providing wholly independent financial advice to individuals and businesses, helping them plan their financial futures and realise their goals.
Of course the financial landscape has changed beyond all recognition since we started out. And so have the needs of our clients, who now face an often bewildering array of choices as they make decisions about their finances.
"We’re committed to achieving and maintaining the highest level of professional qualifications and to upholding a rigorous ethical code of conduct."
But what hasn’t changed is our dedication to providing clear, wholly independent, jargon-free advice, and to always delivering the highest level of service to our clients.
We reached another milestone when we attained the status of Chartered Financial Planners. Chartered status is the professional ‘gold standard’, placing us in the top 10 percent of independent financial advisers, and assuring our clients that we’re committed to achieving and maintaining the highest level of professional qualifications and to upholding a rigorous ethical code of conduct.
Naturally at Graham Carter & Co. we have access to the latest, most sophisticated financial software and up-to-the-second market insight. But by deliberately remaining a small, friendly, family firm we can focus on providing a truly personal service to our clients, some of whom have been with us since our early years. (And as we don’t have the vast marketing overheads of our competitors, we’re confident you’ll find us more than competitive when it comes to our charges.)
Whether you’re planning for your retirement, reviewing your investments, need financial advice during a divorce or are a business looking to protect itself against the unexpected, we’re here to listen to your needs, help you formulate a plan and to put it into practice with the minimum of fuss.
We’re proud to have been helping our clients plan, grow and thrive for fifty years now. We very much hope that we’ll be able to do the same for you.