Our business is built on the belief that every individual’s financial circumstances are as individual as they are and as such we tailor our research and advice to your specific requirements.
As Independent Financial Advisers with over 25 years’ experience, we have the expertise to ensure that your money works hard for you. We are completely independent and able to search the whole of the market for you which ensures that the advice we give is both unrestricted and unbiased, unlike many banks and building societies who can usually only offer restricted advice.
David Finan is a Chartered Financial Planner and has been awarded a Fellowship to the Personal Finance Society. Additionally David is a fully accredited member of the Society of Later Life Advisers. He has also achieved membership of the prestigious Chartered Institute of Securities and Investment. At the weekends David can regularly be found on the fells around his home near Keswick. He is passionate about horses and owns a beautiful black Arab mare, though he also has a particular fondness for Cleveland Bays. As David holds a black belt in Judo we don’t recommend challenging him to an arm wrestle!
Nicola Latimer provides David with back office support in the office and is responsible for Jardine Finan’s marketing and events. As a keen runner, Nicola takes part in road and trail races and regularly goes on training runs with her dog. As to who is fitter, Nicola or the dog, it’s difficult to tell, but the dog is definitely faster!
To find out how we can help you, or for an overview of your current investments, contact us today to book a free and no-obligation appointment.
Get in touch for information and to book an initial meeting.
T: 01228 406 397