Financial Concepts (Carlisle) Ltd

Independent Financial Adviser  Eden House, Carlisle, Cumbria, CA1 1QN
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FCA authorised
Last authorised 25th May 2020
Chartered financial planners who offer a complete one-step financial services solution, whatever your needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Nigel Shackleton ChartFP
Technical Director
Anthony Phillipson DIP PFS
Director
Andrew Pease APFS Cert CII (MP&ER)
Chartered Financial Planner
Adrian Leslie Dip PFS
Independent Financial Planner
Darren Turnbull CFP, AIFP, DMS,MCIBS, DipPFS,Certs CII, Adv CeMAP, PMA, CeRGI,CeRCC,CeLTM, CeSRE,CeRER
Director
About us

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 services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Eden House, The Crescent, Carlisle, Cumbria, CA1 1QN

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