Easing the burden of financial planning for the future
Have you wondered how to plan for your retirement income? Perhaps you would like advice on how to make your savings work harder? Maybe you are worried about not having enough life insurance to protect you and your family?
Our Financial Planning team, headed by Partner, David Hopkinson, provides totally independent advice for pensions, investments and life assurance to individuals and businesses.
David has been an Independent Financial Adviser (IFA) for more than 18 years and, as the only Chartered Financial Planner in West Cumbria and one of very few advisers with the title, is qualified to the highest level.
Our team can help with:
- Pensions
- Life Assurance and Investments
- Equity release
- Long term care insurance
Client Testimonials:
· “No-one has ever spoken to me so lucidly about investments nor used such clear and appropriate theoretical models or practical examples as Mr Hopkinson. Thanks.” Mr. M Sweeney, Cockermouth
· “Over the past 15 years I have been given excellent advice and guidance with my financial requirements. David has helped me with investments and trust funds especially since my retirement. I have complete trust in his opinions and views.” Mrs. V Coleman, Thornhill
For more information on how our team can help you plan for the future please contact Financial Services Partner David Hopkinson on 01900 603623.
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