Jardine Finan

Independent Financial Adviser  Pacific House, Carlisle, Cumbria, CA3 0LJ
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FCA authorised
Last authorised 1st March 2021
Quality and bespoke independent financial planning to suit your individual needs, delivered by a Chartered Financial Adviser.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR David Finan FPFS MCSI
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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