Poole Townsend Solicitors Ltd

Independent Financial Adviser  69-75 Duke Street, Barrow in Furness, Cumbria, LA14 1RP
First meeting at adviser's own cost
If you need reliable financial advice for planning a comfortable future and nurturing your investments, without the jargon, then we're here to help and guide you through the process.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Derek Pearce
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Accreditations
Certified Financial Planner
MS Marie Woodward
Senior Independant Financial Adviser

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

About us

Whether you’re looking to invest, save, protect or make long-term plans for your money, we are here to advise you. We offer an all-round financial service, including mortgages, retiring planning, tax and investment planning, Wills, Powers of Attorney and Inheritance Tax planning. We offer unrivalled expertise 'all under one roof'.
We have offices throughout Furness and the South Lakes, including Kendal and Milnthorpe to give you the advice you need.

Where to find us
Head office address: 69-75 Duke Street, Barrow in Furness, Cumbria, LA14 1RP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Restricted - whole of market 7.14 mi
Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
 
Independent Financial Adviser 7.9 mi
Steven Martin & Associates off clear, independent, impartial Financial advice. Our Advisers are fully qualified and highly experienced.
 
Independent Financial Adviser 13.9 mi
We are an owner-managed firm of Independent Chartered Financial Planners providing personalised advice through our highly qualified Financial Planners.
 
Independent Financial Adviser 17.76 mi
Passionate about building long term relationships with our clients and delivering first class customer service.