Pegasus Portfolio Planning L L P

Independent Financial Adviser 102 Highgate, Kendal, Cumbria, LA9 4HE
FCA verified
20th May 2019
We can advise you on
  • Bad credit
  • Buy to let
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Remortgage
  • Residential
  • Self employed
Meet our advisers
Nigel Ryan
Where to find us

102 Highgate, Kendal, Cumbria, LA9 4HE

About us

Established since 1985 our firm offers an impartial and personalised approach to Independent Financial Advice.

As independent financial advisors we are not owned, affiliated with or tied to any financial services product provider which ensures we are able to provide you with fully independent and unbiased financial advice. Pegasus Portfolio Planning LLP are directly authorised and regulated by the Financial Conduct Authority (Number 446163).

Many of our clients have been with Pegasus Portfolio Planning for over 25 years and have recommended their friends, family and collegues to us. We currently have 6 qualified Advisers.

We also enjoy close working relationships with businesses that offer services which are of benefit to our clients, including Solicitors and Estate Agents in Cumbria and Lancashire.

Our services

As you’d expect from an Independent Financial Advisor, we provide a broad range of services – However, services are only recommended after we’ve conducted a fact find with you to establish your existing position, your goals and your attitude to risk. We’ll then recommend suitable strategies and products to help you meet your goals and objectives for Investment and Pension Planning, Protection Planning, Mortgages and your overall Financial circumstances.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum mortgage value

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