Independent Investment Associates Limited

Independent Cragdale House, Kents Bank Road, Grange Over Sands, Cumbria, LA11 7EY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
We are an owner-managed firm of Independent Chartered Financial Planners providing personalised advice through our highly qualified Financial Planners.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Stockbroking services
    • Long term care
Meet our advisers
Andrew Troughton
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Leigh Hornby CFP
Director
Accreditations
Certified Financial Planner
Gary Richardson ACIB, CFP
Director
Accreditations
Certified Financial Planner Chartered Financial Planner
Jason Crane
Director
Accreditations
Certified Financial Planner Chartered Financial Planner
Where to find us

Cragdale House, Kents Bank Road, Grange Over Sands, Cumbria, LA11 7EY

Make an enquiry
About us

Based in Grange over Sands we are a firm of Independent Chartered Financial Planners that look after circa £200 million of assets on behalf of our clients.
Please visit our website <url hidden> for further details.

Our services

We listen to our clients and devise a financial plan that will help meet their goals and objectives. All clients are different and so it is imperative to avoid a 'one size fits all' approach and instead to have a personalised strategy.
Ongoing service is very important and we provide a very clear commitment to our ongoing work for clients.
All of the firm's Financial Planners are qualified to the very highest level with our Chartered title being evidence that we reach the 'gold standard' sought by firms.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0