Independent Financial Advisers in Cumbria

Profile Financial Manangement Ltd are independent financial advisers based in Penrith, Cumbria.

At PFM we consider ourselves ‘alternative’ financial advisers – we like to tell clients the truth about money.

This is not whether Standard Life is better than Scottish Widows;
OR this fund is better than that fund;
OR this pension is better than that pension.

This, and the sale of products, is what many financial advisers tend to focus on, rather than real solutions that give clients what they want out of life. It can also be extremely dull and boring.

The REAL truth about money is:

• What do you want to do with what little time you have left on this planet?
• What do you need to do to ensure that you can always enjoy your desired lifestyle?
• What do you need to do to ensure that you never, ever run out of money?
• What do you need to do to ensure that your family is totally financially secure – whatever happens?
• And perhaps the biggest question of all – “How much is enough?” to enable you to achieve and enjoy your desired lifestyle.

At PFM we can answer all of these questions and more. With the use of sophisticated cash flow modelling software we can demonstrate to clients what their future looks like and how they can potentially achieve their desired lifestyle up to and beyond retirement.