Ian Carter

Chartered Financial Planner

Warrington
01925 637891
07985 998776

Ian has worked within the financial services sector for more than 17 years. He helps people to fully understand their financial situation by putting a plan together for their future, focusing primarily on how best to meet their retirement income needs.

Ian offers a personalised service with an emphasis on building a long-term relationship, which involves ongoing reviews. He is a Chartered Financial Planner which is a mark of trust and a symbol of technical competence and signifies a public commitment to professional standards.

Specialisms

  • Retirement planning
  • Pensions
  • Investments

Find an adviser

Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.

Paul Philp DipPFS
Independent Financial Adviser
Tom McCullagh
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Chate Dosanjh
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Mark O’Hara
Independent Financial Adviser

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