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.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.