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Financial Adviser in Carlisle

David Bartholomew

I am an experienced financial advisor in Cumbria.  I have been working with clients across Cumbria for over 23 years, providing financial advice in a variety of areas.  I cover all areas of Financial Planning including Investments, Pensions, Life Cover, Critical Illness Cover, Income Protection and Inheritance Tax Planning and my advice is all tailored to your unique circumstances.

All areas of Corporate Financial Planning including Pensions and Protection are also undertaken.

I provide financial advice to business & private clients across Cumbria.

Your initial meeting is free and there is no obligation.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance