Financial Adviser in Carlisle, Cumbria

Pension Investment Protection

David Bartholomew

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Contact David Bartholomew

07771 347109

Pacific House

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I am an experienced financial adviser in Cumbria.  I have been working with clients across Cumbria for over 23 years, providing financial advice in a variety of areas.  I cover all areas of Financial Planning including Investments, Pensions, Life Cover, Critical Illness Cover, Income Protection and Inheritance Tax Planning and my advice is all tailored to your unique circumstances.

All areas of Corporate Financial Planning including Pensions and Protection are also undertaken.

I provide financial advice to business & private clients across Cumbria including (but not limited to);

  • Carlisle
  • Penrith
  • Silloth
  • Maryport
  • Windermere
  • Grasmere
  • Keswick
  • Kendal
  • Barrow-in-Furness
  • Whitehaven
  • Cockermouth


If you are looking for an experienced financial adviser in Cumbria, please get in touch.  The initial meeting is free/no obligation, and this can be at your home/office or our head office.