Thomson Hayton Winkley Financial Services offer trusted, independent financial advice to Kendal and the South Lakes. We’re here to protect your financial interests and make the most of your money for a more comfortable future.

Our Services

Preserve and Grow Wealth

Full portfolio planning services based on need, risk profile and objectives incorporating:

  • Investing for growth 
  • Investing for income 
  • Tax efficiency 
  • Bespoke portfolios
  • Model portfolios
  • Active and passive management

Effective Ways to Mitigate Tax

Full use of available tax allowances and reliefs to accumulate and pass on wealth including:

  • ISAs
  • Pension planning
  • EIS and VCT
  • Capital Gains Tax planning
  • Income Tax planning
  • Inheritance Tax planning

Pre and Post Retirement Planning

Full pension advice service for private individuals and business owners:

  • Personal Pensions Plans (PPP)
  • Self-invested Personal Pension Plans (SIPP)
  • Small Self-administered Schemes (SSAS)
  • Annuity purchase
  • Pension drawdown
  • Annual and Lifetime allowance
  • Death benefits

Pass On Wealth Efficiently

Protect your family’s wealth by managing your inheritance tax liability, including:

  • Gifting 
  • Effective use of trusts 
  • Investments free from Inheritance Tax 
  • Life assurance

Protect Against the Unexpected

Insurance against unexpected events such as death, critical illness and long term sickness, for:

  • Family members
  • Directors and Partners
  • Key employees

Financial Planning After Separation

Personal advice at an emotional time:

  • Establish needs and objectives
  • Review existing pension plans
  • Review existing investments
  • Securing your financial future
About Us

We are a firm of Independent Financial Planners providing advice for over fifteen years to clients of the legal side of THW and also to clients approaching us directly.

Our highly skilled and experienced advisers find effective ways to meet your financial needs from pensions and investments to protection and tax. Working together we create a secure financial future for you and your family.

Contact Details

114-116 Stricklandgate, Kendal, LA9 4QA


T: 01539 815746

Free Enquiries

Please call us on 01539 815746 or email to make a free enquiry (no cost or obligation).

Client Feedback

“ We have been impressed with the thorough and efficient service ”