Independent Financial Advice Equity Release Advice

Independent Financial Advice , Equity Release Advice | Help and advice on Pensions

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Independent Financial Advice , Equity Release Advice

Financial Concepts Ltd

Financial Concepts Ltd offers a variety of services, including Life Insurance, Mortgages, Investments, Pensions, Lifetime Mortgages, Tax Planning and General Insurance (Home, Contents, Accident, Sickness and Redundancy cover).


Financial Concepts Ltd makes a point to provide their clients with top quality services for all of their clients financial planning needs. The company was first based in Carlisle and directed by Principal Tony Phillipson, an independent financial adviser.


Tony Phillipson has over 25 years of experience in the financial services industry, mostly in the North East. In January 2002, Darren Turnbull joined the company as a Certified Financial Planner. He was later appointed to Director in January of 2005.


Tony and Darren continued to grow the company into a trusted financial services firm. In July of 2008, Nigel Shackelton was appointed as a director for the company. Nigel provides technical expertise and paraplanning skills, therefore enabling the company to handle even more complex financial planning details.


Nigel is also very skilled in the areas of pensions, trusts and tax planning. Financial Concepts Ltd has become a distinguished company in West Cumbria through a partnership with other professional advisers in the region.


Financial Concepts Ltd also took over the clients of Hannah and Lawton Insurance Brokers and welcomed a board Rod Willet. Financial Concepts Ltd also appointed a full time mortgage specialist, Alison Dixon, during May of 2006.


Alison has over twenty years of experience. Financial Concepts Ltd is able to offer their clients a broad range of financial services and hopes to form long-term relationships with their clients.

Summary of Financial Services

Independent Financial Advice

Equity Release Advice

Independent Mortgage Advice

Investments & Savings

Pension Advice & Planning

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Telephone: 01228 318555 Website:
Address: Eden House, 2, The Crescent, Carlisle, Cumbria CA1 1QN


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