Carter Thompson Wealth Management

16/02/2026

Last week we were delighted to be the Match Day sponsor for Shildon Football Club Frank Pattison Challenge Cup semi-final game and what a match it was with a 5-1 win for the Railwaymen!

As a long standing partner of Shildon Football Club, it is a pleasure to support a club that continually strives to achieve great things both on and off the pitch and that does so much for the local community. Congratulations again on your win!

IT'S MATCHDAY! Tonight we host Seaham Red Star FC in the Semi-Final of the Durham County FA 'Frank Pattison' Challenge Cup. Kick-off is 7:30pm at the J Denham Metals Stadium at Dean Street. We look forward to your fantastic support.👍 👏

🔴 ⚪ 🚂 ⚽️

29/10/2025

Join our free Pension & Retirement Planning Workshop next week

🔑 Unlock Your Financial Future 💼💡

Are you ready to take control of your retirement planning? Join us for an exclusive Pension Workshop where we’ll break down the essential steps to secure a comfortable future.

✨ What’s in it for you?

-Expert guidance on pensions and retirement planning
-Strategies to maximize your savings
-The latest updates on pension regulations

Whether you're just starting to think about retirement or looking for ways to optimize your current plan, this workshop is for you!

Seats are limited, so reserve your spot today! 🔗
https://ctwealth.co.uk/pensions/pension-retirement-planning-workshop/

Carter Thompson Wealth Management is a trading style of Carter Thompson & Associates Limited, which is an appointed representative of the Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 02/09/2025

20/10/2025

Pension & Retirement Planning Workshop

🔑 Unlock Your Financial Future 💼💡

Are you ready to take control of your retirement planning? Join us for an exclusive Pension Workshop where we’ll break down the essential steps to secure a comfortable future.

✨ What’s in it for you?

-Expert guidance on pensions and retirement planning
-Strategies to maximize your savings
-The latest updates on pension regulations

Whether you're just starting to think about retirement or looking for ways to optimize your current plan, this workshop is for you!

Seats are limited, so reserve your spot today! 🔗
https://ctwealth.co.uk/pensions/pension-retirement-planning-workshop/

Carter Thompson Wealth Management is a trading style of Carter Thompson & Associates Limited, which is an appointed representative of the Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 02/09/2025

14/10/2025

No two financial journeys are the same, so why settle for generic advice?

Whether you're buying a home, starting a family or planning your retirement, having a plan tailored to your specific goals makes all the difference.
A financial adviser works with you to create a personalised plan that brings your goals into focus, helping you stride into your financial future with confidence 🦸

Approved by The Openwork Partnership on 09/05/2025. Carter Thompson Wealth Management is a trading name of Carter Thompson & Associates Ltd, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

01/09/2025

🗺️A financial plan is your personal roadmap to financial freedom.

It's not just about budgeting: it's about setting clear goals, making smart choices with your money, and building a secure future.

🎮Ready to take control of your money and build the life you truly want?



Approved by The Openwork Partnership on 07/07/2025.
Carter Thompson Wealth Management is a trading name of Carter Thompson & Associates Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

10/06/2025

Want to retire in style?

We can help

21/05/2025

Only 11% of women feel confident about their retirement savings. That number should be higher – because retirement isn’t just a dream, it’s a goal you can plan for.

Saving for the future means creating options, freedom and peace of mind. Whether you’re just starting out or picking up momentum, every step counts.

Build a plan that helps you feel secure, confident and in control of your retirement.

Approved by The Openwork Partnership on 15/05/2025. Source: https://www.spw.com/women-and-wealth

19/05/2025

This weeks Omnis Investment Club podcast is now out - week in the life of financial markets 🎙️

The Omnis Weekly Market Investment Update – read here https://omnisinvestments.com/news/weekly-update Listen to the Omnis Investment Club Podcast here 

14/05/2025

How do you see your financial future?

Small steps today can lead to big rewards tomorrow 💰

Get the essentials for long-term goals—start building your wealth now


Approved by The Openwork Partnership on 09/05/2025.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

29/04/2025

This weeks Omnis Investment Club podcast is now out - week in the life of financial markets

The Omnis Weekly Market Investment Update – read here https://omnisinvestments.com/news/weekly-update Listen to the Omnis Investment Club Podcast here