+44 (0)1689 860196

Who we are

Carter Financial Planning prides itself on maintaining its core values as it continues to serve the local community.

Who we are

Our history

Our history can be traced back to 1991 when Carter Financial Services was formed by Tim Carter and was originally based in Sidcup, Kent, expanding out to Locksbottom in 2006 until moving to our new prestigious offices. Ties to the local area are at the heart of our ethos and have given Carter a great sense of pride, continuing to serve the local community as we are now celebrate our 30th anniversary.

The new company was set up as Carter Financial Planning Ltd in 2017, and we have just opened our new offices here in Chislehurst. Carter continues to value community relationships and plays a prominent role in the local area, continuing close ties with local sports clubs and supports both Beckenham Cricket Club and Beckenham Hockey Club among others.

Who we are

Our values

Commitment to Clients

We are committed to delivering the highest level of client satisfaction by going above and beyond to exceed our client’s expectations to deliver an impeccable service.

Quality

We pride ourselves in the quality of our work, and you can rest assured that our recommendations have been produced by a team with extensive knowledge and experience that is focused on delivering the best advice for you to accomplish your goals.

Integrity

We take pride in the honesty and transparency of our offering. That’s why you will never incur any hidden charges or fees for any of our services.

Who we are

Our reach

The areas that we proudly serve include Essex, London, Kent, Surrey and Sussex. If you live further afield and would still like to benefit from our services and expertise, then please get in touch to hear about our fully remote client servicing options.

Map showing the counties of Essex, London, Surrey, Kent and Sussex

Get in touch today

Contact us

Part of the Loyal North Group

Get in touch

The Maidstone Studios
Vinters Business Park
New Cut Road
Maidstone
Kent
ME14 5NZ

01689 860196

This website is intended for information purposes only and does not constitute advice. The content is subject to the UK regulatory regime and the site is aimed at UK-based consumers.

Carter Financial Planning  is a trading style of H & D Financial Planning Limited, which is an Appointed Representative of H&D Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.

H&D Wealth Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 133893.

H & D Financial Planning Limited is registered in England and Wales (10689735). Registered Office: The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ.

If you wish to register a complaint, please write to The Compliance Officer, Carter Financial Planning, The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ or telephone 01689 860196. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

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