Professional financial advice in & around Stockport & Cheshire

My aim is to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals.

 

Mark Carter DipPFS

Wealth Management Consultant

My Approach

Experienced and dynamic wealth management

My experience in the finance sector over the last 15 years, both in banking and financial services, means that I have a broader vision than your average adviser.

It is this experience that brings clients to me, but it is my dedicated and friendly approach that keeps them with me.  Voted one of the UK’s Top Financial Advisers in 2019 and 2020 on VouchedFor, I enjoy working with clients and helping them achieve their goals.

Firstly, I work with clients like you to understand your aspirations, then I give you the financial advice and planning to help you to reach your goals.  For some people that will be saving for a child’s university fees, for another, it might be early retirement or building up some savings.  Then for others, they have wealth and want to know how to invest sensibly and make sure that they have the correct protection in place.   Then with you, we will regularly review these to check you are still on track to reach your goals and adjust if necessary.

My clients are based primarily in Cheshire, but with the help of specialist video conferencing software, I access clients across all of the UK.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

 

How I Help

 

See what my clients have to say…

elderly man walking with his daughter and offering financial advice

Mark Carter is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.