Independent Financial Services for Kendal and the South Lakes

Thomson Hayton Winkley Financial Services is a firm of Independent Financial Planners offering unbiased, impartial advice.

From wealth management to securing inheritance, planning for your retirement or choosing the right investments - we act solely for our clients and always have their best interests at heart.

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
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

“ Very reassuring ”