Poole Townsend
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Self-employed mortgages
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Estate planning
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Sharia finance
- Sharia finance
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Long Term Care
- Long term care
2 Market Place, Kendal, Cumbria, LA9 4TN
Make an enquiry
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 and Milnthorpe, to give you the advice you need.
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