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Explore Financial Advisers Serving Kendal

Review the services and client experiences of 2 financial advisers serving Kendal. Whether you need pension planning, investment advice or broader financial guidance, identify relevant professionals and ask about consultations and fees.
5 reviews
Financial Management Bureau
39 Years
5 reviews
Financial Management Bureau is a Cumbria-based financial planning firm offering expert advice in wealth management, retirement planning, and estate planning. With over 35 years of experience, we provide personalised solutions tailored to clients' unique needs. Our team of Chartered Financial Planners combines technical expertise with a client-centric approach to ensure long-term financial security.
Wealth Management Retirement Planning Estate Planning
Peace of mind Expert guidance Long-term security
01539 725855 Call Profile
Not rated yet
R D B I F S
Not rated yet
R D B I F S is an independent financial planning firm serving clients in Cumbria and the Lake District. We specialise in creating tailored financial strategies for wealth creation, retirement income, and inheritance tax planning. Our client-focused approach combines ethical advice with decades of industry expertise to help individuals achieve long-term financial security.
Financial Planning Retirement Income Inheritance Tax Planning
Superb manner Lifelong relationship Efficient service
015395 61901 Call Profile
Blackpool (37.4 mi) Preston (39.4 mi) Southport (46.8 mi) Chorley (46.9 mi) Grange-over-Sands (11.4 mi) Morecambe (18.4 mi) Lancaster (19.5 mi) Barnard Castle (36.4 mi) Leyburn (37.1 mi) Colne (40.0 mi)