Poole Townsend

Independent Financial Adviser 2 Market Place, Kendal, Cumbria, LA9 4TN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • 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
    • Payment protection insurance
    • Estate planning
    • Long term care
Meet our advisers
adviser-person
adviser-person
Derek Pearce
IFA
Where to find us

2 Market Place, Kendal, Cumbria, LA9 4TN

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.03 mi
I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
 
Independent Financial Adviser 0.15 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Independent Financial Adviser 0.35 mi
Lamont Pridmore is a multi-award winning family firm of chartered accountants, tax and financial advisers based throughout the North West.
 
Independent Financial Adviser 0.49 mi
An independent, Chartered and Certified financial planner, advising business owners and those approaching retirement across the Lake District and beyond.