Cater Associates Ltd

At Cater Associates Ltd, our aim is to provide quality face to face financial planning to both private and corporate clients. Since the practice was established at the beginning of 1993, we have assisted clients from all walks of life, with a wide variety of requirements, however the one factor they all have in common is a need for advice and a service they can trust. We aim to build long lasting

relationships with our clients, and appreciate the importance of clients individual circumstances, needs and aspirations. As these may change over time, we also believe it is important to ensure that any financial planning is kept up to date and reviewed on a regular basis. Our advisers have over 50 years experience between them of working within the financial services industry, and have expert knowledge in helping clients with their plans. Our Principal, Barry Cater is a member of the Personal Finance Society and and holds the Mortgage Advice quality award along with our advisers Julie Alexander and Gary Nuttall they hold between them qualifications including Level 4 Diploma in Professional financial advice, CEMAP and ER1. With the assistance of our Office Manager Jo Cater and Tallie our office dog you can be assured that you are in Good Hands!