Response rating
7.0/10
FCA verified
18th September 2017

Armstrong Watson Financial Planning & Wealth Management

Independent Financial Adviser Fairview House, Victoria Place, Carlisle, Cumbria, CA1 1HP
First meeting at adviser's own cost
Our team are highly experienced and qualified independent financial advisers providing financial planning advice tailored to you.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Steve Shovlin DipPFS
Financial Planning Consultant
Marcus Dodds DipPFS
Financial Planning Consultant
Derek Baty DipPFS
Financial Planning Director
Where to find us
About us

We're a Chartered Financial Planning firm and independent financial advisors, part of the Armstrong Watson group. We have offices across the North of England and South Scotland.

Financial advice isn't often a stand alone activity and where relevant, we are able to work with other specialists from the accountancy, tax and business advisory areas of our group to ensure solutions are tailored specifically to your circumstances.

As no two people or businesses are the same, our approach is to step into our client’s shoes and see their situation from their perspective, which provides us with a clear understanding of their aspirations and objectives. This helps us shape our independent financial advice and provide an effective, personalised planning service to all our clients.

We believe in working with our clients to provide them with proactive advice and solutions.

Our services

With an ever increasing range of financial solutions being available and information that can be accessed far more easily, the challenge is how to identify the right strategy. This is where we work with clients to ensure that they have a clear plan, focussed on achieving their goals and aspirations. Our qualified advisers have access to the whole of the market and have the expertise to help develop business and personal financial strategies. We’ve been providing bespoke advice for over 30 years.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered as a limited company in England & Wales No. 7208672 Registered office: 15 Victoria Place, Carlisle, Cumbria, CA1 1EW

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