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Poole Townsend Estate Agents Kendal

(50)

Invest & Save, Retirement & Inheritance

“We experienced the efficiency of Poole Townsend in 2021 when buying our first house in Kendal so decided to choose them when we sold. Everything so far has been dealt with brilliantly and happily we sold within 3 days of our first viewing. I have bee...”

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Financial Management Bureau

(29)

Team
Investing

“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...”

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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...”

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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 ...”

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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...”

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B and M Harrison Limited Financial Advice Professionals

Mortgages, Inheritance Tax Planning, Retirement Planning

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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...”

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Rdbifs

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Orchard Financial Planning

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Moore Wealth

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Winders Financial Services

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Lighthouse Financial Planning

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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.”

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Opes Independent Financial Advisers

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Acutus Financial Solutions

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The Independent Asset Management Co

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PBS Financial Solutions

(47)

Mortgage
Company
Market

“Brilliant! Paul's advice has really helped our family. The dedication from all the staff is 100% with every visit and every phone call. Highly recommended”

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TP Financial Solutions

(50)

Pensions
Understand
Meetings

“I found TP Financial Solutions to be extremely helpful, kind and professional. Such a lovely and down-to-earth business, as knowledgeable as they are friendly and approachable. Thank you for all your advice!”

Featured

You are running a successful business...Is time an issue for you? When running a business your time is best spent dealing with your clients and your teams. You keep meaning to pay into a pension or check how your investment ISA is doing, but other things always take priority. Before you know it, 6 months have gone by, and you've missed another valuable allowance deadline. This is where we come in, we make things manageable, timely and tax efficient. Want to outsource those financial matters on your to-do list? Sounds like a good idea. - - -...

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Harrison Brook Uk/Online - Expat Financial Advice

(1)

Qrops Transfer, Qrops Pension Transfer, UK Pension Transfer â 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 .”

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Advice Matters Financial Planning

(13)

Retirement
Investments

“Chris and Advice Matters have been advising and guiding me on pensions and investments for over 30 years, a good part of my working life. The results of which helped me fund a complete refurbishment of our house in preparation for retirement. Chris d...”

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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...”

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David Kneale Financial Management

(1)

Pension Management Services & Advice, Investment Management Services & Advice

“Professional service.”

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Kieron Bassett Financial Services

(8)

Pensions, Insurance, Investments

“I would like to thank and recommend Kieron Bassett financial services and particularly Daniel Brown who's efforts I could not appreciate more! From the first moment I requested their services, Daniel handled my mortgage adding value to the process a...”

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Pollard Wealth Management

(9)

Pensions

“Jamie is a very friendly and easy person to talk to. He is extremely thorough, professional and knowledgeable in his dealings with us. Since becoming clients in 2017 we have our financial affairs under control. Our money is working in the best way ...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Kendal

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

Poole Townsend Estate Agents Kendal

Financial Management Bureau

Pegasus Portfolio Planning

Raymond James Kendal

Westmorland Mortgage Advice Centre

B and M Harrison Limited Financial Advice Professionals

Veritas Financial Planning

Rdbifs

Orchard Financial Planning

Moore Wealth

Winders Financial Services

Lighthouse Financial Planning

Edward Hart Financial Services Limited

Opes Independent Financial Advisers

Acutus Financial Solutions

The Independent Asset Management Co

PBS Financial Solutions

TP Financial Solutions

Harrison Brook Uk/Online - Expat Financial Advice

Advice Matters Financial Planning

Help For Wealth

David Kneale Financial Management

Kieron Bassett Financial Services

Pollard Wealth Management

Retirement Planning and Investment Management Services in Kendal Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kendal

Popular in Kendal