Armstrong Watson Financial Planning & Wealth Management

Independent First Floor East, Bridge Mills, Stramongate, Kendal, Cumbria, LA9 4UB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We believe in working with our clients to provide them with proactive financial advice tailored to them.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Amanda Heys DipPFS
Financial Planning Consultant
Chris Hill
Chartered Wealth Manager
Accreditations
Certified Financial Planner
David Squire APFS
Chartered Financial Planner & Director
Accreditations
Chartered Financial Planner
Where to find us

First Floor East, Bridge Mills, Stramongate, Kendal, Cumbria, LA9 4UB

Make an enquiry
About us

We're a Chartered Financial Planning firm part of the Armstrong Watson group. We have offices across Cumbria, Yorkshire, Northumberland and Scotland.

As no two people or businesses are the same, our approach is to step into our client’s shoes and see their situation from their perspective, which provides us with a clear understanding of their aspirations and objectives. This helps us shape our independent financial advice and provide an effective, personalised planning service to all our clients.

We believe in working with our clients to provide them with proactive advice and solutions.

Financial advice isn't often a stand alone activity and where relevant, we're able to work with other specialists from the accountancy, tax and business advisory areas of our group to ensure solutions are tailored specifically to your circumstances.

Your initial meeting is at our cost and provides you with the opportunity to ensure that you are comfortable working with us and for our Financial Planning Consultant to establish your needs and objectives and make an assessment of the work to be undertaken.

We'll explain all costs which will be payable for our advice and services but won't charge you until we have agreed it with you.

Our services

With an ever increasing range of financial solutions available and information which can be accessed far more easily, the challenge is how to identify the right strategy.

This is where we work with clients to ensure they have a clear plan, focused on achieving their goals and aspirations.

Our qualified independent financial advisers have access to the whole of the market and have the expertise to help you develop your business and personal financial strategies.

We’ve been providing bespoke financial planning advice for over 30 years. Visit our website to see our client testimonials and download our quarterly magazine.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0