7 Brunswick Street
about us
Lock Fuller â providing independent financial advice in Carlisle and Cumbria.
Lock Fuller - providing independent financial advice throughout Carlisle and Cumbria
Tel: 01228 899569
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
Tel: 01228 899569
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
Tel: 01228 899569
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
Tel: 01228 899569
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.
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latest reviews
I have used Lock, Fuller for many years, and have always found them helpful, reliable, and willing to explain complex financial matters in simple terms. I feel completely secure in trusting them with my financial affairs. AV
We have used Lock Fuller (David and Alistair) for several years now. They provide a friendly, very helpful and professional service at a time and place of your choosing. Able to give a very wide range of support and advice on a whole range of subject matter, we have recently sought their advice on setting up a Trust and Income Protection.
I recently used the services of Lock Fuller and the financial advice they gave me was very sound indeed. They provided a thorough, professional and efficient service and I would have no hesitation in recommending them to family and friends when the opportunity arises.
Over the years, I accumulated several pensions, and, I have to say it became one confusing mass of paper. Lock Fuller listened to my needs, and provided one consolidated pension fund with much lower administration costs. First-rate advice, and highly approachable too.
alistair and david at lockfuller are very professional and helpful, they sorted my morgage for me, and building and contents insurance when i purchased my house in april . i would highly recommend them as the services they provide removed the pressures on me that goes along with moving home. keep up the good work.
I recently used Alistair for Independent Financial Advice and I found him to be very friendly and well informed. He wasnʼt the least bit pushy and gave me a wide range of options. I would advise anyone who needs financial advice to contact Lock Fuller first.