Kendal Financial Management specialise in working with Pharmacists and all their financial planning needs.
If you have existing investments and pensions now might be a good time to review them. We can advise you if they are in a suitable place, based on your personal requirements and situation. This is particularly true if retirement is in view.
Equally, if you are younger and starting to think about the future, we will highlight your concerns and as Independent Financial Advisers we can research the whole market before making recommendations.
LIMITED PERIOD SPECIAL OFFER if enquiring via the website.
£50 worth or Marks & Spencers or Next vouchers if business is transacted with you.
If you have any concerns simply email us with a contact phone number below, and we will be pleased to talk to you.
To contact Kendal Financial Management simply click on the enquiry button below:
Email us
Initially, we recommend our Discovery meeting. This is an initial meeting of 1-2 hours to talk about your current concerns and situation. We advise the meeting is held at your home or place of work, (when closed to the public to avoid distractions!)
Having had the initial meeting, we will write to you confirming the matters arising and your priorities and possible solutions. There is no sale made at this stage.
From this meeting, if you wish, we would then agree further recommendations and advice, and a fully researched report normally would be issued to you based on your personal requirements.
*The table below shows the Discovery meeting costs, based on distances from our Kendal office.
| Initial Discovery Meeting costs |
| Distance Travelled* |
Cost of initial meeting |
| 0-50 miles |
FREE MEETING |
| 50-150 miles |
£150 |
| 150-300 miles |
£300 |
| 300 miles + |
£400 |
Please refer to our services section for more details on levels of service.