Financial Concepts (Carlisle) Ltd

Initial consultation free
Independent
Chartered financial planners who offer a complete one-step financial services solution, whatever your needs.

We can advise you on

69
£50k+
£50k+
£100k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Anthony Phillipson DIP PFS
Director
MR Nigel Shackleton ChartFP
Technical Director
MR Andrew Pease APFS Cert CII (MP&ER)
Chartered Financial Planner
MR Adrian Leslie Dip PFS
Independent Financial Planner

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