David Hopkinson is qualified as a Chartered Financial Planner and has been an independent financial adviser since 1990. He has extensive experience in all areas of personal financial planning including equity release and long term care planning.
David has particular expertise in advising older people on their financial planning needs, including care fees planning, equity release and the choices available at retirement. He has obtained the Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA). Later Life Advisers specialise in the financial needs of older people.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - The Old Vicarage, Newton Arlosh, Wigton, CA7 5ET
016973 52446
Business Name
David Hopkinson IFA
Services Offered
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