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home Telephone: 016973 52446 | Email: enquiries@davidhopkinsonifa.co.uk
Home About UsLifestyle Planning Investment Planning Retirement Planning Protecting Your Family Professional Advisers

Welcome to David Hopkinson IFA Ltd

We provide reliable and cost effective financial planning solutions from a highly qualified and experienced Chartered Financial Planner.

Quality Independent Financial Advice

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img1We provide reliable and cost effective financial planning solutions from highly qualified and experienced financial advisers. 

 

The emphasis is on long-term client relationships, not one-off transactions. Clients can expect to have their affairs reviewed periodically to ensure their financial plans continue to be appropriate.

 

Using state of the art technology we provide specialist independent financial advice tailored to the client's needs in the following areas:

 

bullet Lifestyle financial planning – making sure you have enough capital to fund your lifestyle by modelling your financial position in the future.
bullet Constructing new and reviewing investment portfolios.
bullet Advice on long term care fees planning and equity release mortgages
bullet Helping clients plan for retirement using various investment strategies and products.
bullet Finding cost-effective ways of protecting families against catastrophes such as illness and premature death.

 

Quality independent financial advice need not be expensive! Call today to discuss your requirements. An initial appraisal is always without charge or obligation.

 

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Contact Us
Address:

The Old Vicarage

Newton Arlosh 

Wigton

CA7 5ET

 

Phone:

016973 52446

enquiries@davidhopkinsonifa.co.uk

Address:

104 Holbeck Park

Avenue

Barrow-in-Furness

LA13 0SB

Phone: 01229 870938
nigel@davidhopkinsonifa.co.uk
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