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Contributor

74%

MATCH FOR YOU

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4.7out of 5

David Finan

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% clients advised in each area  :

Investments

79%

Annuities

16%

Pensions

42%

Insurance & Protection

11%

Later life planning

16%
I'm a Chartered Financial Planner with over 25 years experience and an accredited member of SOLLA (Society of Later Life Advisers). I'm also a member ... Read More
Serves clients with: Over £50k of investable assets or household income
David's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

60%

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Peter Craven

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Services:  Investments & Savings
I am a Chartered Financial Planner, a Fellow of the PFS and an Associate of the CII. I specialise in helping clients with their pensions and investmen... Read More
Serves clients with: Any level of wealth
Contributor

53%

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Alan Simpson

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
I specialise providing whole of market solutions to clients existing and new. Providing high level of service to each client and ensure they receive i... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

53%

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4.9out of 5

David Hopkinson

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children
David Hopkinson is qualified as a Chartered Financial Planner and has been an independent financial adviser since 1990. He has extensive experience in... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner
Contributor

53%

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Derek Birrell

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Services:  Investments & Savings
Independent Investment Advice
Serves clients with: Over £100k of investable assets or household income

42%

MATCH FOR YOU

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4.8out of 5

Matthew Slessor

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Services:  General Financial Planning, Investments & Savings, Pension and Retirement, Saving for children, Annuities
I have worked in the financial services industry for over 23 years and decided to join Armstrong Watson in 2012 because they offer a fully Independent... Read More
Serves clients with: Any level of wealth

Latest client reviews of Carlisle IFAs

I have been a client of PFM for over 8 years during which their team have looked after my financial ....onal and, from my point of view, very successful! I would have no hesitation in recommending them.    Read More
Ian Davidson
David is straight and clear in all of his communications with us whether verbal or written. He is al.... of concerns. Most of all, based on working with David for many years now, I trust David implicitly.   Read More
Paul va Casteren

Can't find the right Carlisle IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Carlisle.

Stan SherlockStan Sherlock Associates Limited
Tony PhillipsonFinancial Concepts (Carlisle) Limited
Steve DixonCMD FInancial Solutions Ltd
Charles BettisonArmstrong Watson Financial Planning Limited
Kenny DicksonEdwards & Pringle
Joe WillowsInteger Financial Management Ltd
Alan McJannettCumberland Building Society
Tony SmithCumberland Financial Services Limited
Looking for a different Independent Financial Advisor (IFA) in Carlisle? Search by name