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Best Financial Advisors in Kendal

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Kendal area.

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Financial Management Bureau

Financial Management Bureau

(29)
“Roger Jackson at FMB has been helping us with our investment portfolio for several years now. He provides us with a highly professional and friendly service, listening to our needs and wishes and finding the best place for our investments to grow. Wi...”
Transparent Fees & Pricing
Shenstone House, Kendal LA8 8AA
Featured

Our FMB conference took place this year at Chester Zoo! It's our chance to review the previous year's success and challenges and look forward to what we want to achieve together in the year ahead. We also celebrate the achievements of our colleagues as well find time for team building fun. This year a scavenger hunt around the zoo.

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Poole Townsend Estate Agents Kendal

Poole Townsend Estate Agents Kendal

(29)
Invest & Save, Retirement & Inheritance
“I have sold and bought several homes with Poole Townsend over the years. The staff are knowledgeable, professional and friendly. They kept me fully updated, followed up viewings and kept the process moving forward. The legal team are wonderful & have...”
2 Market Place, Kendal LA9 4TN
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Pegasus Portfolio Planning

Pegasus Portfolio Planning

(1)
Investments, Financial Planning, Retirement Planning
“I contacted Nigel Ryan, to help me ascertain my ability to get a mortgage. This information is for my divorce. Nigel understood my request straight away, and deal with it very kindly & quickly. I recommend him to everyone who needs a fast, helpful se...”
Transparent Fees & Pricing
31-33 Stramongate, Kendal LA9 4BH
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John Tamblin Financial Services

John Tamblin Financial Services

(2)
Retirement Planning, Inheritance Tax Planning, Income Protection Insurance
“John Tamblin is a highly experienced financial advisor in Kendal. He gave me expert advice on my pension requirements and after only a year I had huge growth in my pension. Prior to speaking to John my pension plan had been stagnant with very limited...”
In Business Since 2014
10 Underley Rd, Kendal LA9 5ET
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Raymond James Kendal

Raymond James Kendal

(1)
FOR Private Clients, FOR Intermediaries, WHY USE A Wealth Manager
“I have not regretted joining Raymond James Kendal from a very large, impersonal investment company. Nick helped and advised when I needed his knowledge, expertise and understanding of the situation I found myself in. I trust Nick and his team. They ...”
Suite 6, Business Hub South Lakeland, Angel Yard, 21-23 Highgate, Kendal LA9 4DY
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Westmorland Mortgage Advice Centre

Westmorland Mortgage Advice Centre

(1)
“I was recommended Gemma at Westmoorland Financial Advice Centre and she is fantastic. She managed to secure myself a buy to let mortgage when i had been refused by several banks with a good interest rate. They provide a highly professional service an...”
46 Stramongate, Kendal LA9 4BD
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B and M Harrison Limited Financial Advice Professionals

B and M Harrison Limited Financial Advice Professionals

Mortgages, Inheritance Tax Planning, Retirement Planning
“Naturally, we are regulated by the Financial Conduct Authority.”
Family Business
134 Highgate, Kendal LA9 4HW
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Veritas Financial Planning

Veritas Financial Planning

(2)
“I met Stuart soon after we relocated to Kendal almost 10 years ago. With a young family, my wife and I wanted to make sure that our financial future and life insurance was set-up properly. Stuart and his team provide an exemplary service, with regul...”
Yard 57, Highgate, Kendal LA9 4ED
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Rdbifs

Rdbifs

“We're here for the long haul and have cultivated numerous multi-generational client relationships. Our mission is to build a legacy that future generations can benefit from, and we invest our time and expertise toward this end by helping our clients ...”
A6, Levens Hall, Kendal LA8 0PB
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Orchard Financial Planning

Orchard Financial Planning

4 Main St, Endmoor, Kendal LA8 0EU
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Moore Wealth

Moore Wealth

“If you or someone you know, would love to work with an energetic and successful team, are individually motivated and would enjoy the opportunity to put your agile mind to identifying the best solutions, you might want to find out about our new vacanc...”
Unit 8, Blackhall Yard, Stricklandgate, Kendal LA9 4LU
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J F Hornby & Co Chartered Accountants

J F Hornby & Co Chartered Accountants

(4)
Accountancy, Consultancy, Tax
“We have just had confirmation that contacts have been exchanged, with completion set for in a weeks time. Completion of the purchase and the start of a small business letting our original home and flat, owes a great deal to Karina Gallagher, the M...”
Family Business
Serving Kendal Area
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Fordham Financial Services

Fordham Financial Services

(1)
“Julie is extremely professional , and very responsive . I would recommend her highly , excellent service”
In Business Since 2020
Free Initial Consultation
Serving Kendal Area
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Winders Financial Services

Winders Financial Services

“Winders is a long established, independent firm based in Barrow-in-Furness and the South Lakes. Established in 1962 we have spent almost 60 years helping people negotiate the minefield of regulations and legislation concerning their financial and bus...”
In Business Since 2004
Serving Kendal Area
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Lighthouse Financial Planning

Lighthouse Financial Planning

“From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate ...”
Serving Kendal Area
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Edward Hart Financial Services Limited

Edward Hart Financial Services Limited

(2)
“Edward Has been my financial advisor for many years and I have recommended him to all my friends. He is very professional, pleasant and always examines all options to get the best for his client.”
Serving Kendal Area
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Acutus Financial Solutions

Acutus Financial Solutions

Serving Kendal Area
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The Independent Asset Management Co

The Independent Asset Management Co

25+ Years Experience
Serving Kendal Area
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Opes Independent Financial Advisers

Opes Independent Financial Advisers

Serving Kendal Area
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TP Financial Solutions

TP Financial Solutions

(46)
  • Pensions
  • Information
  • Jargon
“Tarnia is fantastic! Listened to what I hoped to achieve, found pensions I didn't know I had and helped me set up a plan for the future. No pressure, just clear helpful explanations and advice and always friendly and professional. I would recommend ...”
1 Twemlow Parade, Heysham, Morecambe LA3 1PD
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PBS Financial Solutions

PBS Financial Solutions

(37)
  • Mortgage
  • Company
  • House
“Having recently purchased our first house we were completely new to the property market; the support we received from PBS Financial Solutions Ltd was invaluable, especially the designated support of Gareth Watts who could not have been more helpful. ...”
10+ Years Experience
9 King St, Lancaster LA1 1JN
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Bright Life Mortgages and Equity Release

Bright Life Mortgages and Equity Release

(15)
  • Happy
  • Knowledge
  • Professional
“Great service throughout. We cannot recommend Mark highly enough. Thoroughly professional.We felt that he really listened to our needs, gave us realistic and sensible advice and offered us a range of options to consider. Mark spent lots of time talk...”
In Business Since 2020
The Storey, Meeting House Ln, Lancaster LA1 1TH
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Harrison Brook Uk/Online - Expat Financial Advice

Harrison Brook Uk/Online - Expat Financial Advice

(1)
Qrops Transfer, Qrops Pension Transfer, UK Pension Transfer – Qrop/Sipp
“James Rayburn was very informative and was a pleasure to speak to , made me feel very comfortable and explained everything to me in terms that I could understand , couldn't recommend enough .”
Transparent Fees & Pricing
Free Initial Consultation
The Storey, 27 Meeting House Ln, Lancaster LA1 1TH
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Help For Wealth

Help For Wealth

(3)
Investments, Protection Planning, Pensions
“They were really helpful, i can't recommend this company enough. We sat down and they helped get my finances in my order and most importantly throughout the whole process didn't use complicated terminology and made sure i understood what was going on...”
40++ Years Experience
Free Initial Consultation
Wyresdale Rd, Lancaster LA1 3JQ
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Retirement Planning and Investment Management Services in Kendal Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 450 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 450 cost profiles.

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Wealth Management Advisors near Kendal

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