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EQ Accountants

“Moving our business to EQ has been an extremely positive change for our organisation. Their meticulous attention to detail and comprehensive approach to auditing not only ensure regulatory compliance but also provide valuable insights to enhance our ...”

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Dodd Wealthcare

“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...”

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Professional Financial Centre

“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...”

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Invest in Eden

“We have an ambition for sustainable and inclusive growth and a commitment to making Westmorland and Furness a great place to live, work and thrive.”

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David Allen

(21)

Team
Communication
Company

“Recently used this service to encourage someone to pay a bill, and we found the service to be easy to use, understand and it's been seamless. Rachel was with us every step of the way, keeping fully informed with regular updates. Highly rec...”

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Matthew Slessor Wealth Management

“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...”

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Rachael Bell Wealth Management

“Rachael, Pam & Gemma have taken the time to get to know us and understand our 'wants' in life. The service is tailored and personal, with suggested options. We have worked together over several years now and both Alison & I appreciate and enjoy the s...”

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Lamont Pridmore

(10)

Cost Reduction Service, Agriculture & Rural Businesses, Tax Planning & Tax Saving

“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”

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Stan Sherlock Associates

(50)

Insurances, Business Services, Investments

“Anne has been excellent over the past couple of years and her advice and support in applying for mortgages has been invaluable. I definitely reccomend using her for mortgage advice and brokering.”

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Poole Townsend Estate Agents Kendal

(50)

Invest & Save, Retirement & Inheritance

“Great service from Poole Townsend in helping me to let out my property. Andrew was always helpful and quick to respond and made sure I was aware of the letting process (as a first timer to letting out). He kept me up to date on applications and viewi...”

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Financial Management Bureau

(29)

Team
Investing

“FMB are always willing to help and I find them very easy to communicate with across multiple platforms. There no such thing as a stupid question when you don't know the answer, and they've always helped me understand the jargon whilst providing a fr...”

Featured

How is a Discretionary Fund Manager different from a Financial Planner? Discretionary Fund Managers are focused on increasing your returns within the parameters you agree, in terms of the risk you are willing to take. They offer a bespoke service and buy and sell assets within your portfolio to maximise your returns. Some are large national or global companies that run huge multi-million-pound funds, others are small local offices that provide a very personal service. Financial Planning is not just about your money, that is an almost secondary part of the service. The primary aim is to look at your life as a whole. So that includes your family situation, ALL your assets (not just your investable cash) and all your liabilities. We use cashflow modelling software to plot ahead and see what impact life changes can have on your future plans. Those life changes can be planned or unexpected but we look at every eventuality to see what would happen. Do you have more than enough to give away? How much inheritance tax will you need to pay?

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Pollard Scott & Co

(18)

Mortgage
Business

“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!”

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CMD Financial Solutions

(14)

Pensions, Wealth Management, Savings & Investments

“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.”

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Pegasus Portfolio Planning

(1)

Investments, Protection, Mortgages

“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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Dodd & Co Chartered Accountants

(8)

“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...”

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Raymond James Kendal

(1)

FOR Private Clients, WHY USE A Wealth Manager, FOR Intermediaries

“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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Vesta Wealth

(3)

“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.. ...”

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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, Savings & Investments, Retirement Planning

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

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Mark Nield Wealth Management

(6)

Pensions

“We were worried that our pensions needed some attention and arranged to discuss this with Mark. We turned up with our paperwork and he went through it with us. We were relieved to know no action was required at this point. Mark was friendly, professi...”

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Kingfisher House Wealth Management

(1)

“Very professional and knowledgeable company..highly recommended”

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Tarn Wealth Management

(3)

“Excellent, professional service.Assisted me greatly with my financial queries and great advice /planning moving forwards.”

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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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Alpha Financial Advice

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Average Cost	£3474
Minimum cost	£1159
Maximum cost	£9842
Avg Per Hour Rates	£349

Best Financial Advisors in Penrith

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

EQ Accountants

Dodd Wealthcare

Professional Financial Centre

Invest in Eden

David Allen

Matthew Slessor Wealth Management

Rachael Bell Wealth Management

Lamont Pridmore

Stan Sherlock Associates

Poole Townsend Estate Agents Kendal

Financial Management Bureau

Pollard Scott & Co

CMD Financial Solutions

Pegasus Portfolio Planning

Dodd & Co Chartered Accountants

Raymond James Kendal

Vesta Wealth

Westmorland Mortgage Advice Centre

B and M Harrison Limited Financial Advice Professionals

Mark Nield Wealth Management

Kingfisher House Wealth Management

Tarn Wealth Management

Veritas Financial Planning

Alpha Financial Advice

Retirement Planning and Investment Management Services in Penrith Cost Estimates

Why these companies made our list

Wealth Management Advisors near Penrith

Popular in Penrith