Jardine Finan - Wealth Managers
Seminars
Click here to book your place on our next care fees seminar.
Our focus is on listening to you and ensuring that our advice is completely based on what is best for you.
With over 25 years experience delivering first class financial advice, qualified to the highest level as a chartered financial planner at Fellowship level and with our opinion sought by some of the leading financial services press* you can be confident of receiving the very best advice.
We pride ourselves on offering bespoke solutions and a discrete personal service. Meetings can either take place at our Carlisle office or at a location to suit you.
Financial Planning Solutions
- We offer a full range of financial planning solutions including:
- Bespoke Investments, including ethical investments
- Mortgage and equity release
- Long Term Care Fees Planning
- Inheritance tax planning
- Corporate Pensions
- Retirement planning
- Mortgages
- Equity release




