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Financial Advisers in Carlisle > Profile Financial Management Ltd

Profile Financial Management Ltd

Unit E Skirsgill Business Park, Penrith, CA11 0DP 01768840000
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Financial Advisers in Carlisle

The business says...Fee Based Finacial Planners more info

Profile Financial Management Ltd
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Profile Financial Management Ltd

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The business says...Fee Based Finacial Planners

eXtra Information
Specialist Services:

We actually listen to what is important to you and offer a plan that is both affordable and realistic.
Our software helps us build a bespoke plan that is yours and yours alone.
We adopt a thourogh 10 Stage advice process that ensures no stone is left unturned.
We will also tell you what the true costs of running any existing investments and pension plans that you may already have.

Services Offered:

Profile Fimacial mangement offers atotally impartial Financial Planning Service which is paid for by Fees. This means that we can give you a full appraisal of your current arrangements and use a sophisticated software system that demonstrates for how long you will remain financially secure. It also helps you understand where you spend yyour money and our service generally pays for itself as we do not take commissions from providers when we do recommend "packaged" products

Awards/Ratings/Associations:

Profile Financial Mangement is directly regulated by the financial Services Authority
FAS Number 401303

Members of the Financial Ombudsman Service.

Privatly owned Company frun by its Directors.

Operating Since:

2005

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