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Mike Carter
Chartered Financial Planner

Elgin Office,
E: mike.carter@jcwealth.co.uk
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Mike is a Chartered Financial Planner and Head of Client Care at Johnston Carmichael Wealth, now owned by Partners Wealth Management.. He joined Johnston Carmichael Wealth 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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