I am an Independent Financial Adviser in Carlisle with over 20 years’ experience in the financial services industry. Being truly independent enables me to provide you with unrestricted and unbiased financial advice from the whole of the market, on a bespoke, individual basis.
As an experienced financial adviser, I have expertise in a range of areas including retirement planning and pensions advice, investments and protection such as critical illness and life insurance. I am a qualified financial adviser – to diploma status and committed to ongoing learning.
I work closely with clients across the Carlisle area to help them grow and protect their wealth; taking the time to learn about their situation and create a personalised, well planned financial strategy to meet their financial goals. In the ever-changing world of financial planning, knowing the needs and circumstances of clients, allows me to create a plan that can adapt to any changes.
I provide financial advice in Carlisle and surrounding areas including (but not limited to);
I pride myself on providing the highest level of service and building long term relationships with clients and working with them for the whole financial planning journey. I focus on clear communication so that clients fully understand the facts and recommended financial solutions, enabling them to make well-informed decisions.
If you are looking for a financial adviser in Carlisle, please do not hesitate to contact me. I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone) for customers. Please contact me to arrange yours.