We have been advising, supporting and protecting our clients from Carlisle and our Cumbrian heartland for over 145 years and we continue to be an ambitious and progressive independent firm striving for excellence in client services. Our focus is on helping family and owner managed business make the right informed decisions for personal aims and the right decisions for their business future. Our approach makes a genuine and proven difference to business with the introduction of our in-depth specialist services, applying our collective group knowledge, and making sure the business advice given provides the correct framework for clients to work with. We then help plan for growth and/or profitability and look for sustainability whilst making sure the right amount of tax is saved for further capital investment and growth.
The firm also has its own integral independent Chartered Financial Planning business. Our qualified, professional team provides clients with advice across the whole financial planning spectrum; from personal protection, retirement and investment advice, to business and corporate planning. Our clients have entrusted us to the extent that we are responsible for funds under management in excess of £600 million.
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