David Malin Financial Advice Ltd are an independent Financial Planning firm on a mission to empower people to understand their finances and make their futures financially secure.
We believe that financial planning is about arranging your finances efficiently, with all the jigsaw pieces fitting neatly together, to help you get what you want from life. A good investment strategy and quality financial products can help you to achieve this, but we always start from the foundation of understanding the purpose of your money.
We have a clear focus on doing the right thing for our clients and helping them achieve their goals.
David Malin Financial Advice Ltd was founded in 2024 by David Malin. David aspires to build the North West’s premier personal Financial Planning practice.
I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?
If you're looking for expert financial advice, we are here to help with a broad range of services. We can assist you in many areas of your personal wealth.
Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation.
I want to secure my family's financial future and pass on my remaining wealth. How do I protect my assets whilst still leaving provision for a comfortable retirement?
Our Office:
Pacific House,
Parkhouse,
Carlisle
CA3 0LJ
Telephone: 01228 472 352
Email: david@davidmalin-ifa.co.uk
David Malin Financial Advice Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
David Malin Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority under FRN 1015617.
We are registered in England and Wales. Registration number 15752867. Our registered address is 6 Bleaberry Way, Carlisle, United Kingdom, CA2 6RF.
This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
