Financial Services

Pre and Post Retirement Planning

When you are nearing retirement, we can help explore your options to find the solution that best meets your needs and circumstances. We will consider the options of taking benefits from your accumuloted funds, including any tax implications, and other options which may be appropriate.

Even if retirement is still some way off, we can guide you through a range of investment strategies which are appropriate for your current situation and aspirations. Our technical expertise will guide you through both straightforward and more complex arrangements.

Contact Details

114-116 Stricklandgate, Kendal, LA9 4QA


T: 01539 721945

Free Enquiries

Call us on 01539 721945 or complete our Free Enquiry Form and we will be in touch soon (no cost or obligation):

Enquire now

Client Feedback

“ Roger does a great job ”