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home Telephone: 016973 52446 | Email: enquiries@davidhopkinsonifa.co.uk
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Professional Advisers

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Solicitors and accountants often create 'loose ends' for their clients which need an IFA to provide a solution.

 

For example, a solicitor drafting a partnership agreement may create the need for life assurance to ensure money is available in the event of a partner's death. Or in a divorce case, the client may need pension advice.

 

Similarly, an accountant might advise a client to start a pension to maximise tax relief. Or they might identify an inheritance tax liability and want to explore all the available options.

 

As a Chartered Financial Planner and Fellow of the Personal Finance Society, David Hopkinson is qualified to the highest level and so you can be assured that your client will receive the highest quality, ethical advice. 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.

 

If you would like to find out more about how we can work with your clients then please contact us. 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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