Chartered Financial Planner Fpfs
Jardine Finan Wealth Managers
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David Finan Fpfs Email & Phone Number
Chartered Financial Planner FPFS
at
Jardine Finan Wealth Managers
1 work email found
@jardinefinan.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Jardine Finan Wealth Managers
Role
Chartered Financial Planner FPFS
Location
Carlisle, England, United Kingdom
Who is David Finan Fpfs? Overview
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Quick answer
David Finan Fpfs is listed as Chartered Financial Planner FPFS at Jardine Finan Wealth Managers, based in Carlisle, England, United Kingdom. AeroLeads shows a work email signal at jardinefinan.com and a matched LinkedIn profile for David Finan Fpfs.
David Finan Fpfs previously worked as Managing Director at Jardine Finan Investments and Director at Christopher Harrison Financial Services Ltd. David Finan Fpfs studied at Firfield.
Company email context
Email format at Jardine Finan Wealth Managers
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{first}@jardinefinan.com
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AeroLeads found 1 current-domain work email signal for David Finan Fpfs. Compare company email patterns before reaching out.
Profile bio
About David Finan Fpfs
I have over 25 years experience in providing financial advice.Clients throughout the UK & Overseas.I am a Chartered Financial Planner at Fellowship level, it is estimated that less than 3% of Financial Advisers in the UK hold this title. It is the highest level of qualification for Financial Advisers in the UK.Member of the Chartered Institute for Securities & Investment.Full member of the Society of Later Life Advisers (SOLLA)Specialties: Investment Portfolio ReviewOff-Shore InvestmentLong Term Care Fees PlanningBusiness Protection eg. Director Share Protection, Key PersonPensions - Corporate & Personal Pensions & Pension sharing on divorceEquity ReleaseExpatriate Clients
Listed skills include Pensions, Investments, Financial Advisory, Financial Planning, and 18 others.
Current workplace
David Finan Fpfs's current company
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Jardine Finan Wealth Managers
8 roles · 22 years
David Finan Fpfs work experience
A career timeline built from the work history available for this profile.
Role listed
Jardine Finan Wealth Managers
Chartered Financial Planner Fpfs
Jardine Finan Wealth Managers
Managing Director
Jardine Finan Investments
Bespoke Investment portfolios
Director
Christopher Harrison Financial Services Ltd
Practitioner director of new Independent Financial Advicers. Office at Harraby Green Business Park, Carlisle. National coverage. All areas of financial planning.
Oct 2009 - Nov 2010
Jun 2007 - Sep 2009
Regional Manager
Care Asset Management
2005 - 2007
~2 yrs
Regional Manager
Care Asset Management
2005 - 2007
~2 yrs
1 education record
David Finan Fpfs education
-
Firfield
FAQ
Frequently asked questions about David Finan Fpfs
Quick answers generated from the profile data available on this page.
What company does David Finan Fpfs work for?
David Finan Fpfs works for Jardine Finan Wealth Managers.
What is David Finan Fpfs's role at Jardine Finan Wealth Managers?
David Finan Fpfs is listed as Chartered Financial Planner FPFS at Jardine Finan Wealth Managers.
What is David Finan Fpfs's email address?
AeroLeads has found 1 work email signal at @jardinefinan.com for David Finan Fpfs at Jardine Finan Wealth Managers.
Where is David Finan Fpfs based?
David Finan Fpfs is based in Carlisle, England, United Kingdom while working with Jardine Finan Wealth Managers.
What companies has David Finan Fpfs worked for?
David Finan Fpfs has worked for Jardine Finan Wealth Managers, Jardine Finan Investments, Christopher Harrison Financial Services Ltd, Torquil Clark T/A Lonsdales, and Care Asset Management.
How can I contact David Finan Fpfs?
You can use AeroLeads to view verified contact signals for David Finan Fpfs at Jardine Finan Wealth Managers, including work email, phone, and LinkedIn data when available.
What schools did David Finan Fpfs attend?
David Finan Fpfs studied at Firfield.
What skills is David Finan Fpfs known for?
David Finan Fpfs is listed with skills including Pensions, Investments, Financial Advisory, Financial Planning, Inheritance Tax Planning, Long Term Care, Investment Advisory, and Protection.
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