What our Clients Have to Say
“It has been extremely helpful and a huge relief to discuss my finances with someone who is both objective and knowledgeable about financial planning”. “I have greater confidence now that my money is safe and that I am making the best of the resources that I have”.
Dr. H. D. Lancaster.
“If one has difficulty in going to the office Paul is more than willing to visit me at home”.
“The advice is always well thought out”.
Mrs. S. H. Wirral.
“Friendly, confidential approach on seeking advice about my savings”.
“Always at the end of a phone when needed.”
Mrs. M. H. Grange Over Sands.
“Very direct and straight forward and very good at explaining the “ins” and “outs” of policies”
“On going contact with me”.
Mrs. M. S. Barrow in Furness.
“I have found Kendal Financial Management very helpful in matters connected with savings, tax, trusts, life assurance and indeed all matters connected with finance”.
Mrs. M. H. Windermere.
“They are prompt, re-answering and it is very convenient to have home visits”. “I would have no hesitation in recommending them”.
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Mrs. L. B. Lancaster.
“Kendal Financial Management has the advantage of being a small company so that the client gets the personal service and interest of the proprietor. One does not feel to be lost in a large organisation. This service is provided in your own home.
A clear analysis of ones financial position is provided. If the analysis suggests that no action is necessary –then so be it. One does not feel under pressure to have to buy a particular (or any) financial product”.
Mr. B. K. Penrith.
“The personal care I have received is far superior far superior to some faceless financial organisations where I would not be certain to see the same person twice.
The individual matters, whatever their financial needs.
I appreciate that I can decide to opt for a home visit, with its more informal setting and where there is no atmosphere of clock watching or feeling of pressure, and questions are answered in a straightforward and jargon-free manner.
I like the idea of paying a fixed yearly fee for an update on my financial situation and any changes that could be made to improve it”.
Mrs. J. H. Kendal