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 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 ”