Customer Information

Carter Pearl provides personal, impartial, expert advice on all matters relating to Capital Investments and Investment Portfolio Management (non discretionary). Established in 1986 and operating from easily accessible high street offices, we have built up a reputation for our professionalism and personal attention to clients circumstances and investment requirements.

Extensive analytical work is carried out which incorporates the comparison and assessment of investment products and asset classes from the whole market. Alternative recommendations are discussed with the client in a clear and concise manner with full details being provided in a written report. An initial consultation at our offices is offered free of charge, remuneration options being agreed at the outset.