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Welcome to our Cumbria office


Meet our financial planners

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

The FCA do not regulate inheritance tax planning.

Contact

Old Mutual Wealth Private Client Advisers
FIFTEEN Rosehill
Montgomery Way
Rosehill Estate
Carlisle
Cumbria CA1 2RW
T +44 (0)1228 522258
E advice@omwealthpca.co.uk

 

Chris Fuller

Chris Fuller

BA (Hons), DipPFS

Regional Director and Financial Planner

Chris entered the Financial Services industry in 1988 and set up his own company in 1990 as an IFA before selling the business in 2017.  He concentrates on holistic financial planning using cash flow modelling specialising in the area of pension and investment planning. Chris sees the importance of long term relationships with clients some of whom he has been looking after for nearly 30 years.

Tel: 07741 385392

chris.fuller@omwealthpca.co.uk

Brett Griffin

Brett Griffin

Dip PFS

Financial Planner

Brett has over 40 years’ experience in the financial services industry with the last 17 years as a Director and adviser with Dodd Murray Limited in Carlisle. Brett’s main area of expertise is in the area of pensions and retirement planning with the qualifications that allow him to give advice in the more complex area of final salary pension schemes. He believes that good communication with clients is essential for a long term relationship based on trust and integrity.

Tel: 07741 385393

brett.griffin@omwealthpca.co.uk

 

 

Ian Hodgson

Ian Hodgson

BSc (Hons), Dip PFS

Financial Planner

Ian has over 30 years’ experience in providing financial advice to clients at both a personal and corporate level. Local to Carlisle, he has worked for large and small Financial Services Companies and prides himself on providing carefully considered bespoke advice to all clients.

Tel: 07741 385394

ian.hodgson@omwealthpca.co.uk