Find the Best Financial Advisers in Kendal

Browse financial advisers serving Kendal, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
11 reviews
Allisons Financial Planning Ltd
St Helens, WA11 (48.0 mi mi)
21 Years
11 reviews
Allisons Financial Planning provides independent financial advisory services specialising in mortgages, pensions, investment management, and protection planning. Based in St Helens, we serve clients across Merseyside and the UK with tailored solutions for personal and corporate financial needs.
Financial Planning Mortgage Advice Pension Management
Amazing service Highly recommended Professional expertise
Windmill Financial Services provides independent financial advice specialising in pensions, investments, and protection. Based in Lytham St. Annes, we offer tailored solutions for individuals and businesses across the North West of England. Our FCA-authorised team combines technical expertise with a client-centric approach to deliver objective financial planning.
Investment Advice Pension Planning Protection Advice
Not rated yet
Premier Wealth Managment Ltd
Southport, PR8 (46.8 mi mi)
25 Years
Not rated yet
Premier Wealth Management is an independent financial advisory firm in Southport, specializing in investment portfolios, pension planning, and tax-efficient wealth management. We provide tailored advice to individuals and charities, focusing on long-term financial security through regular portfolio reviews and competitive fees. Our client-centric approach combines personal service with the expertise of Chartered Financial Planners.
Financial Planning Pension Transfers Investment Management
First class Financial Investment Company Very willing to help Professional way
Bree Wealth & Tax Management & Tax Management provides personalized financial advisory services specializing in retirement planning, estate management, and personal protection. Our client-focused approach combines technical expertise with empathetic guidance to help individuals and businesses make informed financial decisions. We operate under FCA regulation, ensuring the highest standards of professional conduct.
Retirement Planning Estate Planning Later Life Planning
Personalized approach Expertise Trustworthy
Richard Jennings Mortgage Services provides expert mortgage and insurance advice to clients in Dumfries, Carlisle, and the surrounding regions. Specialising in first-time buyer mortgages, remortgaging, buy-to-let investments, and protection policies, we offer tailored solutions to suit diverse financial circumstances. Our team's extensive market knowledge and access to thousands of deals ensure clients receive competitive, personalised options.
First Time Buyer Mortgages Remortgage Advice Buy to Let Mortgages
Professional and super helpful Knowledge is 1st class Excellent and prompt advice
Mortgage Solutions
Bingley, BD16 (49.5 mi)
27 Years
7 reviews
Mortgage Solutions
Bingley, BD16 (49.5 mi mi)
27 Years
7 reviews
Mortgage Solutions provides expert mortgage and protection advisory services, specialising in tailored solutions for first-time buyers, remortgaging, buy-to-let properties, and complex financial scenarios. With over 25 years of experience and access to 90+ lenders, we combine professional expertise with exceptional customer service to deliver market-leading mortgage products and insurance solutions.
Mortgage Advisers Protection Services First Time Buyer
Excellent service Trustworthy advisors Outstanding ongoing service
Earnshaw John
Blackpool, FY6 (37.4 mi)
23 Years
5 reviews
Earnshaw John
Blackpool, FY6 (37.4 mi mi)
23 Years
5 reviews
Earnshaw John offer expert mortgage and insurance solutions across the UK. With over 25 years of experience and FCA regulation, we specialise in new build mortgages, remortgages, and tailored financial advice. Our client-centric approach ensures competitive deals without upfront broker fees.
Mortgages Re-mortgages Buy to Let
Stress free process Explained everything well Quickly and efficiently
I P P Group
Preston, PR1 (39.4 mi)
38 Years
Not rated yet
I P P Group
Preston, PR1 (39.4 mi mi)
38 Years
Not rated yet
I P P Group is a trusted financial advisory firm based in Preston, offering expert guidance in retirement planning, investment management, and tax-efficient financial strategies. With over 30 years of industry experience and a team of Chartered Financial Planners, we help UK clients navigate complex financial decisions. Our client-focused approach combines technical expertise with personalised service to support long-term financial security.
Financial Planning Pension Advice Investment Management
Not rated yet
Research Independent Financial Services
Darlington, DL3 (49.7 mi mi)
35 Years
Not rated yet
Research Independent Financial Services is a Darlington-based firm of independent financial advisers specialising in retirement planning, tax-efficient investments, and wealth protection. Established in 1991, we provide impartial advice to private and corporate clients, focusing on long-term financial security. Our FCA-regulated services combine technical expertise with client-centric values to deliver tailored financial solutions.
Investments Sustainable Investing Retirement Planning
Not rated yet
Arena Investment Management
Preston, PR4 (39.4 mi mi)
50+ Years
Not rated yet
Arena Investment Management offers independent financial planning, investment management, and tax planning services to individuals and businesses. Since 1919, we have provided tailored solutions focused on achieving clients' long-term financial goals. Our approach combines cashflow modelling, risk assessment, and tax-efficient strategies to deliver transparent, client-centric advice.
Financial Planning Investment Management Tax Planning
Clear objectives Tax-efficient solutions Regular reviews
Preston (39.4 mi) Lancaster (19.5 mi) Poulton-le-Fylde (34.7 mi) Blackpool (37.4 mi) Carlisle (39.8 mi) Lytham St Anne's (41.3 mi) Southport (46.8 mi) St Helens (48.0 mi) Bingley (49.5 mi) Darlington (49.7 mi)