Highest accolade achieved by local financial adviser

Local financial advice firm Jardine Finan now boasts one of the most prestigiously qualified financial advisers in the UK. David Finan, MD of Jardine Finan now holds the title ‘chartered financial planner’ and has also been accepted as a fellow of the Personal Finance Society.

David says: There are thousands of financial advisers in the UK but only approximately 3 per cent hold chartered status and only 1% are at fellowship level. It has taken many hours of study and around 35hrs of exams to achieve this but it has been worth it. We want our clients to know that the advice they receive is of the highest level and it enables us to stand out from the crowd.

The company is also the only financial advice firm in Cumbria to be listed on the Cumbria County Council Trading Standards ‘Buy With Confidence’ register

Co-Director Nicola Latimer says that the company has been kept busy recently, having moved to new premises in Carlisle, re-launched their website which includes a state of the art facility for clients to view their portfolio either online or via an app for iPhone.

The company is also arranging a number of free seminars for anyone with an interest in the different options available to pay for long term care. Nicola explains that they get many enquiries about this area and know that people are worried about how they can afford to pay for care. So they have got together with a number of local care homes to run these seminars. 

Both Nicola & David agree that, now more than ever, people are seeking to ensure that their savings and investments are working as hard as possible for them. As a result, the future for this forward thinking company is looking good.