The Old Vicarage, Newton Arlosh, Wigton, Cumbria, CA7 5ET
We provide reliable and cost effective financial planning solutions from a highly qualified and experienced Chartered Financial Planner.
David Hopkinson is a Fellow of the Personal Finance Society (FPFS) and a Chartered Financial Planner.
He has 20 years experience and he works closely with the accountancy and legal professions.
The emphasis is on long-term client relationships. Clients can expect to have their affairs reviewed periodically to ensure their financial plans continue to be appropriate.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.