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About Us

At Graham Carter & Co we advise on a wide range of financial planning issues including: Investment Planning, Retirement Planning, Estate Planning, Protection and Taxation.  Our aim is to help our clients make more from their money by providing the best information and the best service.  We give advice that is bespoke to our clients needs.  Graham Carter & Co offers primarily fee based, independent advice and investment management services to private individuals, with investable assets usually in excess of £50,000. We also offer a comprehensive employee benefit consultancy to small and medium sized enterprises (SMEs).  


"We give advice that is bespoke to our clients needs."

We can help you make sense of your finances by ensuring we understand your priorities and objectives, then using our experience and expertise, help you to achieve them.

Graham Carter & Co. realise that the assets you have worked hard to save need to be protected and invested wisely.  Life is not always plain sailing - your financial situation may change, as may your priorities.  Our clients know they can trust us to steer them through the financial consequences

of whatever life may bring.

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 City Walls, Chester