Best Financial Advisors in Penrith

“If you're a couple and both working with no kids to worry about, you probably feel financially secure and are living life to the full. However, if you're sharing the costs of a mortgage, the repayments could be a real burden if either of you couldn't...”

“Chartered Financial Planners have made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development. The Chartered Insurance Institute (CII) award Charte...”

“The Inspiring Eden Economic Prospectus, looks to support local businesses and drive economic prosperity in the area.”

“After Initial discussions with Rachel Seal of David Allen Recovery Solutions , regarding the recovery of my outstanding Debt , her reaction was immediate, and very professional .I have no hesitation in Recommending this Company for Debt Recovery .”

“I have known Matt Slessor since 2002 when my husband died and I needed financial advice on the best way to invest my money. His advice was so useful during a very difficult time and the various products suggested all made money. We have kept in touch...”

“Lamont Pridmore have helped us with a range of different issues over the past year. We have been with them for many years and have been pleased with their services”

“Exceptional service! Helen Bush provided brilliant guidance throughout the purchase of my home and helped me secure a mortgage with the relevant insurances in place. Would definitely recommend!”

“Just spoke to Geoff from the Mortgage team for some advise, he gave me more information than my solicitor has. This firm has helped me and my family over many years with our finances and Mortgages. Thank you Team Pollard!”

“Always excellent service from Burnetts, in particular Rachael Reay, who has just completed our recent house sale, together with others she has carried out for us this past year. Rachael is extremely thorough in her work, always attentive to detail, ...”

“Jo at CMD has looked after me now for 5 years, Jo always is professional and helpful to the highest standard, and is always very friendly which makes all the difference, I would not go anywhere else.”

“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...”

“As a start up business all I can say Is Claire Phillips and her team at dodd and co accountant have always and will continue to look after me. They keep me right with my accounts and up to date at all time. Exactly what I need from my accountant as I...”

“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...”

“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 ...”

“I have used Vesta Wealth since November 2019.. Catherine Aston is my adviser and i can certainly recommend her advice.. Very professional and always has the right answers.. Communication is great and my emails are always answered straight away.. ...”

“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...”

“Alpha Financial Advice Ltd is Registered in England & Wales, Company Number 04243971. Registered Office address: Alpha Financial Advice Ltd, Suite 4 Riverside House, Riverside, Carlisle, Cumbria, CA1 2BS.”

“After 3 years of hard and often challenging work, my case was successfully concluded. This was due to the perseverance and tenacity of Lynne and her team at Burnetts solicitors in Cockermouth, and the brilliant medical experts and barrister instruct...”

“Naturally, we are regulated by the Financial Conduct Authority.”