Independent Financial Advisers in Carlisle > Gap Financial Management

Gap Financial Management

01228711881 Barras Lane,
CARLISLE, CA5 7NY view on map
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About Us

Independent financial advisers specialising in investment planning and pre or post retirement planning. Inheritance tax planning. Mortgages life insurance, pensions, income protection. Isa's & pep transfers.
Specialist Services:

GAP Financial Management are proud to offer a personal, bespoke service, backed up by regular financial reviews and a long term commitment to our clients financial planning.

Services Offered:

We offer a personal financial planning service wit ha free initial consultation. We are regulated by the FSA and offer daytime or evening appointments at your home or in our offices in Dalston near Carlislee. We can advise on all the following: Isa's PEP Transfers Investment Bonds Personal Pensions SIPP's Inheritance Tax Planning Mortgages Offshore Investments Life Insurance / Assurance Income Protection

Awards/Ratings/Associations:

Financial Services Authority

Conveniences Offered:

Customer service / helpline

Operating Since:

2000

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