


CarterDawes IFA Solutions
Financial Services • Montana House, 130 High Street, United Kingdom • 21-50 Employees
Company overview
| Headquarters | Montana House, 130 High Street, Honiton, Devon EX14 1JP, GB |
| Phone number | +444610768 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Retirement Planning, Inheritance Tax Planning, Mortgage Advice, Life Assurance, Protection Products, Bespoke Financial Planning |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at CarterDawes IFA Solutions
Mike Dawes
Director
Mike Dawes
Director
CarterDawes IFA Solutions Email Formats
CarterDawes IFA Solutions uses 5 email formats. The most common is {first initial} (e.g., j@carterdawes.com), used 59.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@carterdawes.com | 59.3% |
{first name}.{last name} | john.doe@carterdawes.com | 22.2% |
{first initial}.{last name} | j.doe@carterdawes.com | 7.4% |
{last name} | doe@carterdawes.com | 7.4% |
{first name} | john@carterdawes.com | 3.7% |
About CarterDawes IFA Solutions
An Industry expert in all areas of Financial Services. Offering Clients, local, professional, friendly, impartial and bespoke Independent Financial Advice since 2002. With Offices in Devon & Ipswich, we pride ourselves in offering an honest and ethical Independent Financial Advice Service to all Clients. Our primary goal is to continue growing the number of Associates who wish to work with CarterDawes in order to provide Clients with honest, unbiased advice without commission or product provider bias. We are happy to help Clients, no matter the size of their Portfolio & we offer an initial discussion without fee or obligation. We have a great friendly team who will meet with Clients in the Honiton or Ipswich office. Alternatively, we also offer a flexible visiting service if our Clients would prefer to meet in the comfort of their own home. Our aim is to see if we can save money on our Clients Mortgage, or improve their Financial situation. With this in mind, please get in touch today, we are always happy to help you with Bespoke Financial Planning requirements.
CarterDawes IFA Solutions revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CarterDawes IFA Solutions has 15 employees across 2 departments.
Departments
Number of employees
Funding Data
CarterDawes IFA Solutions has never raised funding before.
CarterDawes IFA Solutions Tech Stack
Discover the technologies and tools that power CarterDawes IFA Solutions's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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