Financial Concepts

Mortgage Broker (Whole of Market) Financial Concepts, 122 Queen Street, Cumbria, Whitehaven, CA28 7QF
FCA verified
15th October 2018
Chartered financial planners who offer a complete one-step financial services solution, whatever your needs.
We can advise you on
  • Bad credit
  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Overseas
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
Meet our advisers
adviser-person
Alison Dixon CeMap
Mortgage Director
adviser-person
Andrew Pease ChartFP
Chartered Financial Planner
adviser-person
Darren Turnbull CFP
Director
Where to find us

Financial Concepts, 122 Queen Street, Cumbria, Whitehaven, CA28 7QF

About us

Financial Concepts is an independently owned IFA practice, founded in 2000. Between us we have more than 100 years of experience providing bespoke advice to a wide range of clients. We look after more than £50m worth of client funds, and our mortgage arm has a burgeoning reputation for helping hundreds of people achieve their property dreams. Over the years we have grown by word of mouth and the recommendations of satisfied clients. The first meeting is free of charge, we offer a variety of different payment options, and all fees are agreed with you in advance.

Our services

Our speciality is creating solutions for life. Offering a full range of financial services, we use them in harmony to provide a long-term financial plan that meets your goals not just at the present time but in all the years to come. The ongoing nature of our service is the reason why people stay with us and keep coming back. We take pride in being one of the only firms of chartered financial planners in Cumbria, and we reflect this in the quality of the service we offer to our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum mortgage value
£125,000
Compliance

Financial Concepts are authorised and regulated by the Financial Conduct Authority. We offer whole of market completely independent financial advice and our initial consultation is at our own cost.

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