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4.8out of 5

David Finan

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Serves clients with: Over £50k of investable assets or household income
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Chartered Financial Planner
Contact me through VouchedFor to receive a free 1 hour initial discussion
David is regulated by the Financial Conduct Authority (FCA)
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Alan Simpson

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Serves clients with: Over £100k of investable assets or household income
Alan is regulated by the Financial Conduct Authority (FCA)
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Andrew Pease

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Serves clients with: Any level of wealth
Qualifications
Chartered Financial Planner
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Andrew is regulated by the Financial Conduct Authority (FCA)
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4.8out of 5

David Hopkinson

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Serves clients with: Over £50k of investable assets or household income
Qualifications
Chartered Financial Planner
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David is regulated by the Financial Conduct Authority (FCA)
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Derek Birrell

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Serves clients with: Over £100k of investable assets or household income
Derek is regulated by the Financial Conduct Authority (FCA)

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4.8out of 5

Matthew Slessor

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Serves clients with: Any level of wealth
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Matthew is regulated by the Financial Conduct Authority (FCA)
 
 

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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.

Anthony PhillipsonFinancial Concepts (Carlisle) Limited
Andrew KilbyArmstrong Watson Financial Planning Limited
Joseph WillowsInteger Financial Management Ltd
Anthony SmithCumberland Financial Services Limited
David CowgillAlpha Financial Advice Ltd
Elspeth CarpenterInvestacc Wealth Management Limited
Looking for a different Independent Financial Adviser (IFA) in Carlisle? Search by name