Financial advisers in Cumbria

Our IFAs serving Cumbria can provide a range of financial advice including investments, pension advice and tax planning.

Derwent Water in the Lake District National Park, Cumbria by Daniel Tomlinson

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Our nation-wide team includes financial planners serving Cumbria. They are passionate about helping people, just like you, manage their money more effectively.

Cumbria is England’s most North Westerly county. It’s home to the breath taking Lake District National Park, England’s highest mountain and biggest lakes, resulting in thousands of visitors flocking there every year. Famous past residents include Beatrix Potter and William Wordsworth, both of whom drew inspiration from the stunning landscape.

Amber River has a highly-qualified team of independent financial advisers serving Cumbria. Our advisers sit on the same side of the desk as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future.

They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Cumbria Financial Advisers

Here are some of the faces and stories behind our financial advisers serving Cumbria.

Ian Rankin

Chartered Financial Planner

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James Curry

Chartered Financial Planner

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Jon Neale

Associate Director, Chartered Financial Planner

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Andrew Rowland

Chartered Financial Planner

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Kristan Oakley

Associate Director, Chartered Financial Planner

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Jennifer Lancaster

Independent Financial Adviser

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John Phillips

Financial Planning Manager

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Mark O’Neill

Director, Chartered Financial Planner

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David Ryder

Financial Planning Consultant

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Giselle Clayton

Independent Financial Adviser

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John Addis

Senior Associate Director, Chartered Financial Planner

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Mike Clarke

Director, Chartered Financial Planner

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Kashif Hussain

Independent Financial Adviser

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John Brady

Associate Director, Independent Financial Adviser

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Neil Wilson

Independent Financial Adviser

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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