Financial Concepts is an independently owned IFA practice, founded in 2000. Between us we have more than 100 years of experience providing bespoke advice to a wide range of clients. We look after more than £130m worth of client funds, and our mortgage arm has a burgeoning reputation for helping hundreds of people achieve their property dreams. Our specialist knowledge covers a wide range of products from across the whole of the market, including investments, pensions, mortgages and protection. Over the years we have grown by word of mouth and the recommendations of satisfied clients. The first meeting is free of charge, we offer a variety of different payment options, and all fees are agreed with you in advance.
Our speciality is creating solutions for life. Offering a full range of financial services, we use them in harmony to provide a long-term financial plan that meets your goals not just at the present time but in all the years to come. The ongoing nature of our service is the reason why people stay with us and keep coming back. We take pride in being one of the only firms of chartered financial planners in Cumbria, and we reflect this in the quality of the service we offer to our clients.
Eden House, The Crescent, Carlisle, Cumbria, CA1 1QN
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