Lock Fuller

  
Business Guide - Independent Financial Advice
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Lock Fuller
Lock Fuller – providing independent financial advice in Carlisle.
7 Brunswick Street

Carlisle
Cumbria
CA1 1PBMap
Tel: 01228 818671
Fax: 01228 595393
Recommended as best for
a free initial consultation, an excellent reputation and approachability


Lock Fuller – providing independent financial advice throughout Carlisle and Cumbria

www.lockfuller.com

Tel: 01228 818671


Independent Financial Advice – what is it?

Being independent financial advisors means we can access all the financial product providers and financial products available across the whole market place. It means we can compare different financial providers and recommend the most appropriate product for your financial circumstances.

This saves you a lot of time trying to compare all the financial deals yourself and ensures you receive a comprehensive financial advice research service from our financial advisors explaining to you what the product will do and why it suits your financial situation.


Lock Fuller – providing independent financial advice throughout Carlisle and Cumbria

www.lockfuller.com

Tel: 01228 818671


We offer independent financial advice on a range of products including:

  • Savings & Investment
  • Life Assurance and Protection Products
  • Pensions & Retirement Planning
  • Mortgages
  • Inheritance Tax Planning

In addition our independent financial advice includes a free initial consultation when we can discuss your needs and establish what type of financial service would suit you. During this consultation your independent financial adviser will explain the initial ideas and options available to you and agree how you would like to pay for our financial services.


Lock Fuller – providing independent financial advice throughout Carlisle and Cumbria

www.lockfuller.com

Tel: 01228 818671


The benefit of using an Independent Financial Adviser is that we are experienced in dealing with all the different providers. This means in terms of selecting a financial product we not only have experience of the basic product details but will also consider things like charges, service standards and claims handling procedures.

It also means we are authorised to look at any existing policies that you may have so we can guide you on the effectiveness and value for money of your plans and see how they fit into our overall financial advice.

We are not tied to any lender, life or pension company or investment company so you can be assured you are not only receiving independent financial advice but that it will always be impartial financial advice.

As part of our financial advisory service, you will receive a comprehensive report including details of the financial product research we have carried out, full details on the plan recommended, why the plan is suitable for your financial circumstances and explain all the benefits and options included in your plan. We will also explain why we have excluded other policies and why they were not suitable.


Lock Fuller – providing independent financial advice throughout Carlisle and Cumbria

www.lockfuller.com

Tel: 01228 818671


If you're looking for independent financial advice in Carlisle, Lock Fuller should be top of your list.  No matter what type of finance - we're the independent financial advice experts in everything from savings and investments, through to mortgages and pensions.

To find out more about our unparalleled independent financial advice, call Colin Lock, David Bartholomew or Alistair Richards on 01228 818671 or email us by clicking on the link above.


The Best of Carlisle Category: Independent Financial Advice
www.thebestof.co.uk/Carlisle

If you have visited Lock Fuller Independent Financial Advisers, The Best of Carlisle would like to hear about your experience so that we can provide a better service for all our users.

Thanks for visiting Lock Fuller Independent Financial Advisers & The Best of Carlisle


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