Poole Townsend

Independent Financial Adviser  69-75 Duke Street, Barrow in furness, Cumbria, LA14 1RP
First meeting at adviser's own cost
We can advise you on
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Offshore investments
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Taxation planning
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Martin Oates

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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.

Derek Pearce
IFA
Marie Woodward
About us

An all-round service, including tax and investment planning, Wills, Powers of Attorney and Inheritance Tax planning. Unrivalled expertise 'all under one roof'.
We advise on all types of mortgage, including specialising in Equity Release.
We can use our strength to your advantage to offer exclusive deals not available from lenders direct.
We have offices throughout Furness and the South Lakes, including Kendal, 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
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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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