Richard Cakans - Financial Adviser
TRANSFERRING OUT OF A FINAL SALARY SCHEME IS UNLIKELY TO BE IN THE BEST INTEREST OF MOST PEOPLE.
EMPLOYEE BENEFITS ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY
As a Financial planner based in Cumbria, my goal is to help individuals meet their long-term financial goals. For over twenty years I’ve worked with successful individuals, business owners and entrepreneurs providing guidance and support through the complexities of financial planning. By understanding your needs, I can develop and plan effective strategies to build, maintain and preserve your wealth and assets; strategies that deliver throughout your life and adapt to meet your ever-changing needs.
As well as providing expert financial planning advice to individuals in all walks of life, they work with major employee organisations and affinity groups, providing financial advice to their members. Each year they run workplace seminars and surgeries for members of major organisations along with conducting personal financial consultations.
AIf you’re interested in financial planning services in Cumbria, please contact me on 01697 3258582. We can have a chat about your financial requirements or explore the options of running a seminar or workshop at your place of work. Our office is based in Wigton, Cumbria and we offer financial planning services across the region, including Carlisle, Whitehaven, Workington, and Penrith.
