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David Allen Financial Management Ltd

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David Allen Financial Management Ltd

Overview:

David Allen Financial Management is a firm of independent financial advisers based in Dalston on the outskirts of Carlisle. We are in easy reach of the M6 Motorway and West Cumbria and have plenty of parking at our offices.

We are committed to building long term working relationships with both individuals and companies and this has resulted in a portfolio of clients all over the UK and in the ex-patriate community abroad.

Our team of independent consultants pride themselves in offering bespoke and proactive advice on all aspects of your financial planning using creative and innovative solutions.

Our close association with leading accountancy practice David Allen & Co means that we are able to tap into their expertise to compliment advice we offer in relation to inheritance tax planning and capital gains tax. Whether your requirements are either business, personal or a combination of both, we are confident that we have the experience and skills to help you meet your objectives now and in the future.

We offer independent advice on all of the following:

■ Mortgages
■ Life Insurance
■ Investments/ISAs
■ Critical Illness Cover
■ Personal Pensions
■ Income Protection
■ Business Protection
■ Post Retirement Planning
■ Group Personal Pensions
■ Group Life Insurance
■ Offshore Investments
■ SIPPs /SSASs

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