Lamont Pridmore Asset & Wealth Management Ltd

Independent Financial Adviser  Arkle House, Carlisle, Cumbria, CA1 1BJ
First meeting at adviser's own cost
Lamont Pridmore is a multi-award winning family firm of chartered accountants, tax and financial advisers based throughout the North West.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Derek Birrell DipPFS
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Lamont Pridmore is a family-run firm of chartered accountants, tax and financial advisers with three partners, 53 staff and eight offices across Cumbria and Lancashire. We trace our roots back 120 years, with the firm being run by the same management team and partners for over 25 years. Combining traditional values with a forward-thinking, innovative approach to the constantly evolving demands of the modern business world, we focus on the future rather than the past, starting where other firms finish.

Our services

Lamont Pridmore does all the things that other accountancy firms do, but it is at this point that our high levels of service really come to the fore through focusing on three main areas:

1. Keeping tax liabilities to a minimum;
2. Helping clients to make more money, including maximising the value of the business, grooming it for sale or helping to develop a succession strategy;
3. Investing wealth wisely and protecting the family and the business including pension and inheritance tax planning.

Where to find us
Head office address: Arkle House, 31 Lonsdale Street, Carlisle, CA1 1BJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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