Lamont Pridmore Asset & Wealth Management Ltd

Independent Financial Adviser Arkle House, 31 Lonsdale Street, Carlisle, CA1 1BJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
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
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Derek Birrell DipPFS
Director
Where to find us

Arkle House, 31 Lonsdale Street, Carlisle, CA1 1BJ

Make an enquiry
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.

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

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