Independent Chartered Financial Planning & Wealth Management
PFC CUMBRIA
Who are we?
Professional Financial Centre Cumbria Ltd is a local Chartered Financial Planning firm based in Penrith. We have been a SIFA* member firm and directly authorised by the FCA since establishment in 2004. We work directly with clients as well as in conjunction with local Solicitors and Accountants to provide holistic financial planning for our clients. At PFC we’re interested in developing a strategy tailored to meet your long-term goals and objectives whilst taking full account of your short-term needs.
We believe in following this through with a systematic policy of regular review to ensure that it remains appropriate for your objectives and attitude to risk. From experience we know our clients needs change and therefore regular reviews ensure financial plans remain in line with those changes.
We also have been advising clients who wish to adopt a Sustainable / Ethical approach to their investment on ESG/Ethical strategies since our inception.
In short, we aim to provide a valuable service ensuring that we have become the first port of call for our clients when they face complex financial decisions.
*SIFA Limited is part of The SimplyBiz Group, which provides compliance and business support services to firms regulated by the FCA.
Wealth Management
As Chartered Wealth Managers we use a range of financial disciplines to manage our clients’ assets. This encompasses Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Cashflow Modelling, and Portfolio Management.
Chartered Financial Planning
As Chartered Financial Planners recognised by the Chartered Insurance Institute (CII), we offer a high level of quality and expertise to our clients. We pride ourselves in providing a comprehensive financial planning service to a wide range of scenarios. Please see our About You page here to find out how we could help you.
Why choose Chartered?
Chartered Financial Planners have made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development. The Chartered Insurance Institute (CII) award Chartered status to individual professionals and firms who display eminence in their field. PFC Cumbria Ltd is a Chartered firm having Chartered Corporate status. Peter Taylor also has individual Chartered Financial Planning status.
For more details on why Chartered status is important, visit the CII website below.