David Malin Financial Advice Ltd
The Benefits of working with David Malin Financial Advice
David Malin Financial Advice is a modern independent financial advice firm based in Carlisle. We provide holistic financial planning to help you take control of your financial future. The benefits of this are:
Freedom.
Forecasting your financial future can give you the freedom to make life changing decisions free from the fear of regret.
Peace of Mind.
Knowing that various scenarios are planned for can give you and your family valuable reassurance and help you deal with uncertainty.
Clarity.
Personal finance is complex and mistakes can be impactful. Entrusting an unbiased expert who sees the big picture can simplify things for you and remove stress.
Happiness.
We will empower you to use your money as an engine for true happiness. Money itself only accounts for a tiny fraction of what makes people happy.
We work with individuals to build robust financial plans to help meet your goals and objectives. The plans are adapted and evolved as life changes and a summary of what we do is as follows:
David Malin
Managing Director & Independent Financial Adviser
Email: david@davidmalin-ifa.co.uk
I am the founder and independent financial adviser here at David Malin Financial Advice Ltd.
Before starting my own business I worked as an independent financial adviser at two local firms, gaining a breadth of knowledge and experience. I absolutely love my job and profession and am constantly consuming information on all things financial through reading and podcasts to keep abreast of all the developments in the sector.
In the interest of ‘practicing what I preach’, I took a big decision to leave the world of employment and build a dynamic, modern independent financial planning business that is set up to help people for decades to come. Being able to help people make similarly life changing decisions, achieve financial independence and give them piece of mind along the way is incredibly satisfying.