• Kendal Financial Management
  • 6, Lound Road
  • Kendal
  • Cumbria
  • LA9 7DT
  • Tel: 01539 723799

Kendal Financial Management help save the planet !

We are particularly keen to talk to people who live in the LA9 postcode area. This means we save petrol travelling a long way to appointments. If you live in the LA9 area and have not dealt with us before, you could benefit from a 10% discount on our advertised charges. Please contact us to discuss.

Investment advice & portfolio planning. • Experienced investor? We can provide advice on the most appropriate vehicles from all UK investment houses. • New to investing? We can guide you, taking into account your tax, income, growth and risk requirements. • Fully independent, able to advice on the entire UK market. If you have a need for investment advice, we have the expertise you'll want.
Investment advice & portfolio planning. • Experienced investor? We can provide advice on the most appropriate vehicles from all UK investment houses. • New to investing? We can guide you, taking into account your tax, income, growth and risk requirements. • Fully independent, able to advice on the entire UK market. If you have a need for investment advice, we have the expertise you'll want.
Retiremnet planning. On course for a comfortable retirement? How do the 2006 changes affect you?
Retiremnet planning. On course for a comfortable retirement? How do the 2006 changes affect you?
Have a question? We have a question and answer service through our site. Have you asked a question yet?
Have a question? We have a question and answer service through our site. Have you asked a question yet?
Inheritance Tax. Are you happy at the thought of the taxman having a chunk of your estate? If not, let's talk.
Inheritance Tax. Are you happy at the thought of the taxman having a chunk of your estate? If not, let's talk.

Inheritance Tax Planning is not regulated by the Financial Services Authority

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