Financial Services and Advice in Cumbria, the South Lake District and the Furness Peninsula
Straight talking advice on your finances………that’s what we’re about here at Poole Townsend.
Whether you want help and advice on buying your first home or tax planning on your £10m estate we have friendly, expert advisors who specialise in these areas and more.
Financial advice is readily available in the UK, pick up any Sunday newspaper and there is always some “expert” wanting to give you advice. If you pop down your local or whilst at work, someone is always happy to give you their opinion.
And if this fails there’s always your bank……..!
However there is an alternative. You could give us a call or drop us an email and we’d be happy to guide you through this tangled web called finances.
We won’t make it difficult for you to understand, we won’t give you things you don’t need, we won’t pressure you into to buying anything you don’t want.
We will work out the best plan for you, whatever your circumstances, the rest is up to you!
We are independent, we work for you.
Call us now on 01229 811811 or email dpearce@pooletownsend.co.uk or call into any one of our six branches across South Cumbria and North Lancashire.
We look forward to seeing you……….
With offices in Barrow in Furness, Dalton in Furness, Ulverston, Grange-over-Sands and in Kendal, Poole Townsend is one of the longest-established financial services companies in South Cumbria.
You can get in touch with one of our financial advisors via your local branch of Poole Townsend Financial Services or complete our online enquiry form.
