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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Graham Carter & Co - Chartered Financial Planners

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Graham Carter & Co - Chartered Financial Planners

We are a well-established family firm of fully independent Chartered Financial Planners based right

16/05/2026

https://www.grahamcarter.co.uk/post/looking-to-pass-your-assets-on-to-the-next-generation

Asking the right questions that align with your specific financial goalsPlanning for the future of your wealth is a significant responsibility, especially when you want to protect your family and ensure your hard-earned assets are passed on smoothly. A trust, in its many forms, is often considered a...

28/04/2026

https://www.grahamcarter.co.uk/post/smart-gifting

Tax-free ways to support your children and grandchildrenPassing wealth to the next generation is a primary concern for many families, yet the complexities of Inheritance Tax (IHT) often cause unnecessary anxiety. With the headline rate of IHT set at 40%, careful planning is essential to ensure your....

23/02/2026

https://www.grahamcarter.co.uk/post/appointing-someone-you-trust-to-handle-important-matters

Safeguarding your future and ensuring your wishes are respectedWhen our health declines, even simple tasks like managing finances or making healthcare choices can become daunting. This is where a Lasting Power of Attorney (LPA) is vital in protecting your future and ensuring your wishes are honoured...

06/02/2026

https://www.grahamcarter.co.uk/post/the-unseen-gap

Why do some women experience poverty in their retirement?A comfortable retirement is a goal many of us strive for throughout our lives. However, for many women, this goal remains out of reach. New analysis reveals a stark truth: more than a third (36%) of women are projected to face poverty in their...

19/01/2026

https://www.grahamcarter.co.uk/post/building-a-solid-blueprint-for-success

Time to reflect on your financial goals for 2026 and beyondAs 2026 gets underway, it’s the perfect time to assess your financial goals. Many of us set New Year’s resolutions with great enthusiasm, but how often do these plans lead to real results? Financial dreams, like buying your first home or...

07/01/2026

https://www.grahamcarter.co.uk/post/what-s-on-your-financial-to-do-list-for-2026

Why keeping your financial plan relevant is more important than everHave you set your New Year’s financial resolutions? The key is to make them specific and measurable. To help you get started, we have suggested some financial resolutions for 2026 to consider, all of which are realistic, achievabl...

04/01/2026

https://www.grahamcarter.co.uk/post/why-silence-costs-families

Planning, talking, and protecting more of your legacy from tax and disputesDeath and money are two of life’s unavoidable realities, yet they remain subjects many of us hesitate to discuss. This reluctance often extends to inheritance, a topic filled with discomfort for many families. The consequen...

23/12/2025

https://www.grahamcarter.co.uk/post/almost-half-of-uk-adults-are-unaware-of-their-pension-savings

New data uncovers a concerning gap in pension awareness and confidence across all generationsIn the UK, nearly half of working-age adults cannot estimate the total value of their pension savings. This uncertainty suggests that many lack a clear understanding of their retirement readiness and may be....

21/11/2025

https://www.grahamcarter.co.uk/post/what-should-you-consider-as-you-approach-your-retirement

Key financial and lifestyle checks to get ready for life after workReaching the final stage of your working life is a significant milestone, often bringing a mix of excitement and uncertainty as routines shift and new priorities come into focus. It’s a chance to redefine how you spend your time, c...

10/11/2025

https://www.grahamcarter.co.uk/post/your-wealth-roadmap

Charting a course to financial security and independenceBuilding wealth is intentional, not down to luck. To create the future you desire, you need a clear plan to guide your financial choices. The journey begins with an assessment of where you are today, a vivid vision of your goals, and a realisti...

Address

2 City Road
Chester
CH13AE

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://www.grahamcarter.co.uk/

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