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  11. Poole Townsend

Poole Townsend

Independent Financial Adviser  2 Market Place, LA9 4TN
First meeting at adviser's own cost
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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Bad credit
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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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Self-employed mortgages
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Taxation planning
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Sharia finance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 25th January 2021
Meet our advisers
Derek Pearce
IFA
Marie Woodward
IFA
Accreditations
Later Life Accredited Adviser
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 and Milnthorpe, to give you the advice you need.

Where to find us
Head office address: 2 Market Place, Kendal, Cumbria, LA9 4TN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 25th January 2021

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