Armstrong Watson Financial Planning Limited
15 Victoria Place
Carlisle
CA1 1EW
We're a Chartered Financial Planning firm part of the Armstrong Watson group. We have offices across Cumbria, Yorkshire, Northumberland and Scotland.
As no two people or businesses are the same, our approach is to step into our client’s shoes and see their situation from their perspective, which provides us with a clear understanding of their aspirations and objectives. This helps us shape our independent financial advice and provide an effective, personalised planning service to all our clients.
We believe in working with our clients to provide them with proactive advice and solutions.
Financial advice isn't often a stand alone activity and where relevant, we're able to work with other specialists from the accountancy, tax and business advisory areas of our group to ensure solutions are tailored specifically to your circumstances.
Your initial meeting is at our cost and provides you with the opportunity to ensure that you are comfortable working with us and for our Financial Planning Consultant to establish your needs and objectives and make an assessment of the work to be undertaken.
We'll explain all costs which will be payable for our advice and services but won't charge you until we have agreed it with you.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered as a limited company in England & Wales No. 7208672 Registered office: 15 Victoria Place, Carlisle, Cumbria, CA1 1EW
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