Money Matters: Discover the Best Financial Advisers in Cumbria

Summit Financial Services specialises in arranging life insurance, critical illness cover, income protection and private medical insurance for climbers, mountaineers and hillwalkers. Unlike many other companies who do not specialise, we aim to provide the best quote which already includes cover for your sport. We understand the difference between 6b, E1,a scramble in Snowdonia and a trek In Nepal. We advise each client individually which saves valuable time and confusion.

RDBIFS Ltd is a trusted independent financial planning provider, dedicated to serving the Lake District with ethical, honest, and inclusive financial planning services. Our mission is to empower individuals to reach their financial goals by bridging the gap between financial knowledge and personal aspirations. We help clients create a comfortable financial environment, alleviating anxieties about their financial future and simplifying the process of making crucial lifelong financial decisions.

Richard Jennings Mortgage Services is a reputable mortgage broker based in Carlisle and Dumfries, providing expert mortgage advice to first-time buyers, remortgagers, and home movers. Our award-winning team conducts a thorough analysis of clients' financial positions to offer tailored mortgage solutions. We guide clients through the entire mortgage process, ensuring they secure the most suitable mortgage rate for their unique circumstances. With a proven track record of success and a 100% 5-star client record, we are committed to providing exceptional service.