Marrs Beson Financial Services Ltd

Independent Financial Adviser  Marrs Benson, Cumbria, Wigton, CA7 9BA
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FCA authorised
Last authorised 26th July 2021
Our Initial meeting is free of charge and you have no obligation to use our services after the initial meeting. We take the time to find out about you & your family, your dreams and aspirations.
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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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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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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Life insurance
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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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Group Pension/Stakeholder
Meet our advisers
MR John Davidson DIPPFS
Director
About us

Independent financial advice for individuals and businesses in Carlisle, Cumbria and across the UK

Our services

MBFS provides practical Independent Financial advice to individuals and businesses in Carlisle, Cumbria and across the UK. As Independent Financial Advisers we have the ability to access the whole of the market, which means you can be confident you are receiving the very best impartial advice.
We will take the time to understand your goals and then explain and present the options most suitable for you, in clear jargon-free language. We pride ourselves on delivering an enjoyable client experience, focusing on building a long lasting relationship by working with someone you can trust.

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

Marrs Benson, The Mill, Station Road, Cumbria, Wigton, CA7 9BA

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