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Financial Advice


Retirement and Pension Planning Services in Cumbria, The South Lakes and the Furness Peninsula

For a comfortable retirement, you need a large and growing income from a variety of sources; however, your pension scheme should play a central role within your overall retirement plan strategy. Quite simply, the sooner you start saving for your retirement, the better, because that way your hard-earned savings will have longer to grow.

At Poole Townsend, we employ independent and impartial retirement and pension planning specialists - we don't sell our own products.

  • Our pension planning services have no hidden costs.
  • Our data is constantly updated so that you can be sure of the best service.
  • We can help you find the right pension or retirement plan for you and make the most of your money in retirement.

Are you approaching retirement and about to take the benefits of your pension scheme? Many schemes now offer an open market option, which means that you could get a higher income than the one offered by your current provider.

Contact the financial services experts at Poole Townsend to arrange an appointment and make the most of your money in retirement.

Long-term care insurance provides the funds to pay for nursing or residential care in old age. Advisers at Poole Townsend can explain the various options available and help you to decide on what is best for you and for your future.

With offices in Barrow, Dalton, Ulverston, Grange and Kendal, Poole Townsend is one of the longest-established retirement and pension plan specialists in South Cumbria and Furness. You can get in touch with one of our pension plan experts via your local branch of Poole Townsend Financial Advisors or complete our online enquiry form.

Our online Financial Calculator can also provide information on pensions.

Your home may be repossessed if you do not keep up repayments on your mortgage. Poole Townsend are Independent Financial Advisers regulated by the Financial Services Authority. Regulated by the Solicitors Regulation Authority.