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

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Investment and Portfolio Planning - Make your money work harder

Are you an experienced investor? If so, we can advise you on all UK investment houses.

Are you new to investing? If so, we can guide you to the most appropriate type of investments, taking into account your tax, income and growth requirements.

We are fully independent and able to advise on the whole UK market. If you want advise on investments, we are the experts.


 
 


The data that we collect from this form will be used to help us evaluate how we can help you.

We will then contact you at the time you choose to discuss your investment requirements.


 

What type of investment advice do you seek?


 

What do you want from your investment?



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Investment and Portfolio Planning - Make your money work harder

Are you an experienced investor? If so, we can advise you on all UK investment houses.

Are you new to investing? If so, we can guide you to the most appropriate type of investments, taking into account your tax, income and growth requirements.

We are fully independent and able to advise on the whole UK market. If you want advise on investments, we are the experts.

 
 


The data that we collect from this form will be used to help us evaluate how we can help you.

We will then contact you at the time you choose to discuss your investment requirements.

 

What is the value of your current portfolio? (If applicable)


 

What is the value of your intended new investment?

- Regular Premium

- Capital Growth

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---pagebreak---

Investment and Portfolio Planning - Make your money work harder

Are you an experienced investor? If so, we can advise you on all UK investment houses.

Are you new to investing? If so, we can guide you to the most appropriate type of investments, taking into account your tax, income and growth requirements.

We are fully independent and able to advise on the whole UK market. If you want advise on investments, we are the experts.

 
 


The data that we collect from this form will be used to help us evaluate how we can help you.

We will then contact you at the time you choose to discuss your investment requirements.


 

What is your current annual income?


 


Are you looking to mitigate Inheritance Tax liability?

  Yes  No


<<< Back | Next >>>
---pagebreak---

Investment and Portfolio Planning - Make your money work harder

Are you an experienced investor? If so, we can advise you on all UK investment houses.

Are you new to investing? If so, we can guide you to the most appropriate type of investments, taking into account your tax, income and growth requirements.

We are fully independent and able to advise on the whole UK market. If you want advise on investments, we are the experts.

 
 


The data that we collect from this form will be used to help us evaluate how we can help you.

We will then contact you at the time you choose to discuss your investment requirements.

 

 

Contact Name :

Contact Number :

Email Address :

Best Time to Call?



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