Friday, 2 May 2014

Regulatory Update: Eden Financial Planning

As of 1st May 2014 Eden Financial Planning is now an Appointed Representative of Financial Concepts (Carlisle) Limited

I would  like to publicly thank Stuart Mulligan Limited for the almost 2 years we've spent working together and all their kind assistance along with everyone at Financial Concepts in making this transition as seamless as possible. Stuart who is a Chartered Financial Planner has recently moved and is now based in Colne, Lancashire remains a valued colleague always. 

It's great to be working alongside a highly esteemed Cumbrian based Chartered Financial Planning Firm who are also members of SIFA who provide professional support services for independent financial advisers working closely with Solicitors. 

Really looking forward to working alongside Nigel, Darren, Tony and everyone at Financial Concepts 

Being part of SIFA also adds to full membership of Society of Trust & Estate Practitioners (STEP) and Later Life Accreditation with the Society of Later Life Advisers (SOLLA).

Onwards & Upwards! 


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