Darlington Office

64 West Auckland Road,
Co Durham,
DL3 9EP.

Tel: 01325 245288
Fax: 01325 245285

Bishop Auckland Office

126 Newgate Street,
Bishop Auckland,
Co Durham,
DL14 7EH,

Tel: 01388 665544
Fax: 01388 665828

Financial Planning

Financial Planning

Our aim is to build a clear understanding of your individual circumstances, needs and wider financial goals. This personalised approach is the cornerstone of sound financial planning.

At our initial meeting we’ll talk about your needs/objectives and how these could be met. We will also give you a clear understanding of how we are paid – should you choose to proceed. This initial meeting is on a no obligation basis.

Once you’ve appointed us to work on your behalf, we’ll gain a thorough understanding of your financial and personal circumstances, helping us to ensure our advice meets your needs, goals and preferences.

If you’re happy with our recommendations, we’ll help you complete the relevant paperwork to put your financial plans in place.

We will also discuss the ongoing servicing and review structure you may need to meet these long term goals.

The information on this site is subject to the UK regulatory regime & is therefore targeted at consumers based in the UK

Registered in England No. 9040400. Registered Office: 64 West Auckland Road, Darlington, Co. Durham DL3 9EP. Pension Advice Centre & Mortgage Advice Centre are trading names of Carter Thompson & Associates Limited. Carter Thompson & Associates Limited is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

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