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We keep things simple when it comes to planning for retirement and inheritance, we give advice, you make decisions. There’s no ‘right time’ to plan for the future, so rather than putting it off and worrying about it tomorrow, talk to us today for friendly, entirely independent retirement and pension planning advice that’s right for you.

Our clients say…

  • All staff in your office in Kendal, Milnthorpe and Barrow have been excellent and been extremely helpful and made us feel confident and relieved about our future. We are very grateful for the help you are giving us.

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Poole Townsend are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority
Authorised and Regulated by the Solicitors Regulation Authority No. 00076553
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