Jardine Finan

Independent Financial Adviser Pacific House, Fletcher Way, Parkhouse, Carlisle, Cumbria, CA3 0LJ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Quality and bespoke independent financial planning to suit your individual needs, delivered by a Chartered Financial Adviser.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • 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
    • EEA
    • Rest of world
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Equity release
    • Home reversion
    • Long term care
Meet our advisers
David Finan FPFS MCSI
Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
What our clients say
To consolidate various pension plans. David explained everything very clearly & also explained all options available. Investments are are stable given the current market, we are happy with arrangements.
Derek Beattie, Cumbria
Family Bereavement. Honest good advice. Yes David allowed me time to think about decisions before any commitment. Really great guy who is willing to listen.
Byron Baddoo, Newcastle
Considering releasing equity in property. He listened very carefully. Information and advice given was relevant and responsive to my situation and easy for a layperson to understand. He understood and catered for the needs of older people as well as younger clients - pertinent as a younger person is often seeking advice about a distant future which is hard for them to imagine. A better outcome in many ways as my perceived need for releasing some money now had not fully taken into account the increasing importance of providing for care fees later, about which I knew very little. I now know that my capital will be needed in the future and I should hold on to it. This means that on this occasion I did not need further services, but would certainly be happy to return if I did in the future, and meanwhile would be happy to recommend David Finan to anyone else seeking financial advice/services.
Gail, Cumbria
I needed to raise cash from a pension fund to purchase a property. Internet search. Not the initial outcome I thought but more than happy with the ways things turned out.
Andre Clark-Maclean, Cumbria
Retirement preparations ! Too cash heavy with abysmal return. By helping to construct the start of a "portfolio"., of suitable investments,(growth/income),applicable to my circumstances,now and in future. Happy & intrigrued with David's choices ! Changed? -chance to make money over time,not lose it due to inflation/shocking interest .He understands my pension arrangements are sufficient.
Martin, West Cumbria
Needed to review our family finances in light of IHT exposure. Have just retired with benefit of occupational pension schemes. Reviewed our existing portfolio and attitude to risk. Then produced investment proposals to reduce potential IHT exposure to maximise ability to pass monies onto our children/grandchildren in due course. New investment arrangements put in place smoothly.
Martin Oakley, Cumbria
We were considering Equity Release on our property to be able to help our three daughters and their other halves get onto the property ladder as we were horrified at the rents they were paying. For them to have the money now rather than when we die is far more use to them. We engaged David Finan on the basis of others' reviews and we haven't been disappointed. He understood what we wanted and found us an excellent package at a very low interest rate. He explained the process very clearly and has been highly efficient (which is more than can be said for our solicitors!!). When things weren't working out as they should, David responded to get things moving again. We would recommend his services to anyone wanting financial advice.
Paul Austen, Cumbria
Very reassuring and helpful. Also very knowledgeable.
Karl, Brighton
I needed to change my Financial Adviser. We sat down and talked everything through with what I had, what I wanted and how we could move forward. I was given lots of information and I made an informed choice. Early days, but his sensible common sense approach inspires confidence in his abilities.
Darren Lupton, Cumbria
Planning for payment of longterm care fees. Took the time to explain options and make recommendation. Everything has worked out as planned.
Dr C, Edinburgh
I was recommended to David by other financial advisers. He has always taken time to consider my requirements and give considered and appropriate advice. Have been given balanced and successful advice with regular follow-up.
Vincent F, Cumbria
David provided invaluable assistance with our SIPP and pension funds. He is knowledgeable and explained our options clearly.
Peter H, Cumbria
With the advice and suggestions received from David, we are now confident, and not a little relieved, in knowing that Mum’s care fees will be met for the rest of her life . We received outstanding service and advice - nothing was too much trouble.
Mr D. Challoner, Shropshire
I have no knowledge or understanding of the financial market. I was recommended to see David Finan by a friend. David has helped me to invest the proceeds from a house sale with excellent results, especially in the present financial climate. His knowledge of the various options available is excellent and the advice given was tailored specifically to my requirements. After care communications are regular and I feel that, should I have any questions or financial problems, I can contact him immediately.
Jaci, Alnwick
Where to find us

Pacific House, Fletcher Way, Parkhouse, Carlisle, Cumbria, CA3 0LJ

Contact us
About us

Jardine Finan's Managing Director, David Finan, has been helping people realise their financial goals for the past 30 years.

As a Chartered Financial Planner, Fellow of the Personal Finance Society, Member of the Chartered Institute for Securities & Investments you can be assured that the advice you receive is of the highest calibre.

Our independence means that we can offer advice from the whole of the market without bias or influence.

Initial meetings are without cost and carry no obligation. Fees are agreed with your prior to commencing any work & we offer a number of payment options.

Contact us today to see how we can help you.

Our services

We listen carefully to what your financial goals are to enable us to put together an action plan tailor made to your needs.

Our advice is delivered in plain English to ensure all recommendations are fully understood. We are always on hand to answer any questions & to provide ongoing support.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Jardine Finan is the trading name of Jardine Finan Ltd who are authorised and regulated by the Financial Conduct Authority (506138). Registered in England & Wales Company number: 06966976.

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