Kendal Financial Management Independent financial advice in Cumbria and Lancashire specialists in advice for Pharmacists

Kendal Financial Management
6, Lound Road
Kendal
Cumbria
LA9 7DT
Tel: 01539 723799
Email: enquiries@k-f-m.co.uk

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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.

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Free Bar of Kendal Mint Cake if you enquire on line-do give us your address to post it to !

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?

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.

The value of investments can rise as well as fall.

The value of pension funds can fall.

Inheritance Tax Planning is not regulated by the Financial Services Authority

For Investment Planning we make recommendations based upon the Whole of Market.

The levels and bases of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Kendal Financial Management is an appointed representative of Interdependence Ltd, which is authorised and regulated by the Financial Services Authority. Interdependence Ltd is entered on the FSA register under reference 149826.