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Carlisle
We have been looking after the needs of investors in the Carlisle area since 1990 and we are proud to be one of the few all-female stockbroking teams in the country.
Our dedication and commitment runs through all aspects of financial planning from traditional equity investment to a range of portfolio management options. Whether you’re looking for an advisory service, investment service or a discretionary managed account we offer the same levels of care and attention to private investors, trusts and charities. At heart, of course, we are brokers providing a second to none execution-only service.
A Carlisle specialty is our probate valuation service for solicitors and accountants and we manage this service nationwide for the Hargreave Hale network.
Our clients come first and we provide a friendly, first class service from the moment they walk through the door.
Contact Us
10b Clifford Court
Cooper Way, Parkhouse
Carlisle
CA3 0JG
T: +44 (0)1228 515 224
F: +44 (0)1228 514 721
E: Email us