Independent Financial Advisers in Cumbria

We provide a full financial planning service to enable individuals and businesses to achieve their goals

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Financial advice you can trust

Our experienced financial advisers can help you explore all of your options – choosing the financial solution that’s right for your circumstances and goals

  • Our Services

    Learn about our wide range of financial planning services that our advisers will tailor to your needs.

  • Who Are We

    We are Gibbons Wealth Management and have provided financial services in Cumbria for nearly 30 years. Find out more.

  • Our Advisers

    Our financial advisers are fully qualified, experienced and regulated. Meet the key people at Gibbons Wealth Management..

Our Process

Good financial planning is a process. Here’s ours...

  • 1

    Initial Consulation

    Every plan starts with a conversation about your circumstances, objectives, and even your fears.

  • 2

    Advice

    We recommend solutions and help you create a financial plan to achieve your goals.

  • 3

    Implementation

    We work with you to implement the chosen financial solutions, advising you along the way.

  • 4

    Ongoing Support

    We offer an ongoing, dependable service to you across any financial needs you may have.

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Do you need advice?

Speak to our financial advisers to find out how we can help you plan for a better future. Get in touch now.

Authorised and Regulated by The Financial Conduct Authority under reference number 848978.
Registered in England and Wales. Registered number: 11735891.
Registered office address: Carleton House, 136 Gray Street, Workington, Cumbria, CA14 2LU.

© 2024 Gibbons Wealth Management Limited.