FIFTEEN Rosehill, Montgomery Way, Rosehill, Carlisle, CA1 2RW

FCA Number: 227836
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham

Financial Advisers

Darren Service

Location: Carlisle

Telephone: 01228 522258

Diploma qualified, With over 30 years in the financial services industry. The areas of expertise are pre and post retirement, investment planning and inheritance tax mitigation.

Neil Winstanley

Location: Scotland

Telephone: 01228 522258

Chartered Financial Planner with 15 years industry experience, specialising in holistic, lifestyle-focused financial planning. Fellow of the Personal Finance Society, Pensions Transfer Specialist, SOLLA Accredited.

Nina Hughes

Location: Carlisle

Telephone: 07786212976

DipPFS, Certificate in Long Term Care and Certificate in Mortgage Advice. Gives clients excellent customer service by offering them honest, face-to-face advice in a friendly and approachable manner which builds strong, long term trusted relationships.

Paul Bullough

Location: Carlisle

Telephone: 07471 226578

Diploma qualified and Pensions Transfer specialist with expertise in lifestyle-focused financial planning and tax planning, including IHT mitigation. Builds trusted, long-term relationships with clients to ensure their goals are achieved.