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Mike Carter

Chartered Financial Planner

Mike Carter

Elgin Office,
T: 07587 634 876
E: mike.carter@jcwealth.co.uk
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Mike is a Chartered Financial Planner based in our Elgin office and is also Head of Client Care. He joined our Wealth team in 2002 and has been in the financial sector since 1992.

Mike advises in all areas of financial planning. He works very closely with other professionals and specialists which helps him provide in-depth advice on developing and implementing suitable planning strategies for clients’ objectives, taking away their worries so they can live their best lives. 

Mike is also an associate of the Personal Finance Society.

Specialisms

  • Financial plan analysis
  • Pre and post retirement planning
  • Review of existing financial planning arrangements
  • Specialist knowledge in personal and corporate investments
  • Inheritance tax mitigation and estate planning
  • Protection solutions

Expertise

Qualifications

  • DipFA
  • Chartered Financial Planner

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