Professional Financial Centre (Cumbria) Limited

Independent 11 St Andrews Churchyard, Penrith, Cumbria, CA11 7YE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
A Chartered firm offering a tailored service in Investment Management, Retirement and Tax & Estate Planning for Individuals & Businesses
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Peter Taylor Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager, APFS, Certs CII (MP & ER)
Chartered Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
Jennie Lewis DipFA MLIBF
Financial Planner
Where to find us

11 St Andrews Churchyard, Penrith, Cumbria, CA11 7YE

Make an enquiry
About us

A Chartered firm, we have worked closely with local Solicitors and Accountants since establishment in 2004 developing a truly professional practice with robust processes, enviable investment performance and fees calculated upon the time spent improving your position, not based upon the sale of a financial product.

PFC Cumbria is interested in financial planning; developing a strategy tailored to meet your short and long term goals and objectives.

Chartered firm status is the highest level in the Financial Planning profession, giving you the reassurance of the quality of advice you receive.

Our services

Chartered Status is the highest level of qualification for Financial Planners, ensuring you get the best advice possible.

We believe that Financial Planning is a process, not a transaction. We are committed to the principle of a formalised review of your all your financial circumstances on a regular basis, as we know from experience that our clients’ needs can change and as a consequence, their financial plans need to be flexible.

We have a special interest in Ethical Investment, with a sophisticated positive and negative screening process to ensure the clients Ethical principles are satisfied.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000