Financial Concepts Chartered

Independent Financial Adviser 5 Hard Bank Cottages, Hard Bank, How Mill, Cumbria, Brampton, CA8 9LJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Chartered financial planners who offer a complete one-step financial services solution, whatever your needs.
We can advise you on
    • 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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Andrew Pease
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
" Service provided was first class and Andrew understood my requirements and provided me with advice that was easy to understand and I would have no hesitation in recommending him"
Audrey Marland, Marlow, Bucks
" Great Service as always"
Rosalind Regan, Newton Abbott
"outstanding professional service from Andrew who has met all my investment needs and provides me with a first class ongoing service".
Margaret Bassett, Cockermouth
Where to find us

5 Hard Bank Cottages, Hard Bank, How Mill, Cumbria, Brampton, CA8 9LJ

Contact us
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 £50m 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

Financial Concepts are authorised and regulated by the Financial Services Authority. We offer whole of market completely independent financial advice and our initial consultation is at our own cost.

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