- 1 Mason Court, Gillan Way,
Penrith 40 Business Park,
Penrith CA11 9GR
- Tel: 01768 861 710
- Email: firstname.lastname@example.org
The Penrith office opened in September 2011 as an expansion out of the Keswick office. The team has since grown gaining members of staff from the Dumfries office who merged with us in October 2012. We have been providing a personal investment management and financial planning service to clients in Cumbria and beyond since 2006 from our Keswick office, which itself was an expansion of the Manchester office.
The divisional directors and staff bring with them many years of experience in Investment Management and an ability to provide a bespoke service to their clients in relation to shares and all other asset classes, drawing on the national expertise of the Group’s award-winning research team. We cater not only for private individuals, but also intermediaries such as solicitors and accountants, as well as a range of charities, trusts and pension funds.
Products such as ISAs, SIPPs and offshore bonds are handled from the Penrith branch, as well as the more traditional equity investments and share portfolios, managed on either an advisory or discretionary basis. Financial planning expertise is also available to offer a complete investment management service to clients, which includes advice on pension selection, insurance products and tax mitigation.
Clients are welcome to telephone, email, write, or drop in to have a look around our new offices. The directors and staff are happy to deal with both new and existing clients in whichever way is most helpful and convenient.