X

Cookies

Continue We want you to get the most out of using this website, which is why we and our partners use cookies. By continuing to use this site, you are agreeing to receive these cookies. You can find out more about how we use cookies here.
 

Friday, 19 September 2014

Carlisle finance firm joins exclusive club

A Cumbrian financial advice firm has joined an exclusive club after receiving chartered status.

Financial Concepts, in The Crescent, Carlisle, has won the accreditation from the Chartered Insurance Institute.

The company advises on pensions, investment, life assurance for individuals and businesses, and tax planning.

It also offers a mortgage broking service and specialist equity release advice.

Director Darren Turnbull said: “We’ve always prided ourselves on being thoroughly professional in everything we do and so to receive external recognition in this way is very gratifying. As chartered financial planners, we can signal our commitment to the highest levels of service to our customers.”

Financial Concepts was launched as Tiffens Independent Financial Services by Tony Phillipson in 2000. Mr Turnbull led a management buyout in 2005.

SHARE THIS ARTICLE

North West Evening Mail What's on search










Powered by
nwemail.co.uk/jobs

Hot Jobs

Loading latest hot jobs...
Powered by Zoopla.co.uk






Featured companies

Searching for featured companies...
Search for:

Vote

Should schools be told when inspectors are visiting?

Yes

No

Show Result


WCF pet and equestrian

Choosing a pre school

Come and join us 5

Go green 34

Travel the globe

Go green 33


To save our contact details direct to your smartphone simply scan this QR code

North West Evening Mail

Evening Mail Going Out