3 G Financial

2 St Andrews Square, Penrith, CA11 7AN Directions

   Now closed Open Saturday 09:00 - 17:00

Business overview

We work with you to provide locally delivered, bespoke, financial planning solutions, with the support of one of the largest Independent Financial Advice firms in the country.

“3G Financial” was established in 2007 and provides the full spectrum of Financial Advice to individuals and businesses. The Principal of the business is a Penrithian “born and bred”. He has 35 years experience in the Finance sector and is totally committed to providing the highest quality advice and service to his clients. This is made possible by a mix of high professional standards, customer focussed working practices and a close working relationship with one of the largest Independent Financial Advice (IFA) companies in the country, Greystone Financial Services Ltd. (GFS)

GFS is one of only 300 or so businesses in the country that has been awarded Chartered status by the Chartered Insurance Institute, and provides

“3G Financial” with the structure and support to enable it to bring the benefits that such a large organisation embraces, to the people and businesses of Penrith and surrounding areas.


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Products & Services

Financial Planning

Financial Services

Financial Services Authority (FSA) regulated

Financial Services Compensation Scheme member

Income Protection Insurance

Independent Financial Advice

Investment & Trust Companies

Investment Consultants

ISA investments

Life and Personal Protection Insurance

Pension Annuities


Tax Planning

Trustee Investments

Commercial Mortgages

Commercial & Business finance

Customer Agreed Remuneration


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