Meet our Cumbria 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.

Chris Fuller

Financial Adviser
BA (Hons), DipPFS

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.

Ian Hodgson

Financial Adviser
BSc (Hons), Dip PFS 

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.


Cumbria, Northumberland and South West Scotland

Brett Griffin

Financial Adviser

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.