Investments & Savings

Based on your circumstances and financial goals, we can support you with setting up bonds, ISAs and junior ISAs.

Our financial advisors can support you to start, or expand, an investment portfolio that is in line with your financial circumstances and goals. Wherever you decide to invest your money, Carter Thompson Wealth Management will offer tailored, expert advice, introducing you to worldwide investment opportunities from some of the UK’s leading fund managers.

Please note that the value of investments and any income from them can go down, as well as up, and you may not get back the original amount invested.

Expert Advice

Browse our range of ebooks, checklists and other printable documents whilst finding a wealth management strategy that's right for you.

Protecting Your Business
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The Value of Financial Advice Throughout Life
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Guide: Managing Your Money
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Reviewing your investments and savings?

Create a new, or expand upon an existing, investment portfolio to support your financial circumstances and goals. We can give you tailored advice and introduce you to worldwide investment opportunities from the UK’s leading fund managers.