Investment and Savings Advice in Cumbria, the South Lake District and Furness Peninsula
Every company wants you to believe that their financial investments are the best for you. That is one reason why it is crucial that you get truly independent investment advice.
At Poole Townsend Financial Services we search through hundreds of investment products from across the market, picking only those that meet our high standards and your needs.
Our financial advisors will discuss your requirements and goals, both for now and for the future, with you to make certain that they understand exactly what you need to achieve with your investment. You can be sure that the financial advice we give you will be totally impartial, and that we will only recommend the solutions that we believe are best for you.
Whether you are investing a lump sum or putting aside small amounts regularly, we will help you to make the most of tax-efficient savings schemes like ISAs and we can help you to create a portfolio specifically to meet your own short and long term needs, using a combination of products such as investment bonds, ISAs and unit trusts to reflect your financial objectives and your requirements for access.
Taking your personal financial objectives into account - what you want to achieve, access to your savings, how long you want your investment to run, and so on - we can help you to tailor a savings portfolio that maximises your savings returns and meets your requirements precisely.
With offices in Barrow in Furness, Dalton in Furness, Ulverston, Grange-over-Sands and in Kendal, Poole Townsend is one of the longest-established investment specialists in South Cumbria and Furness. You can get in touch with one of our local investment specialists via your local branch of Poole Townsend Financial Advisors or complete our online enquiry form.
Poole Townsend are Independent Financial Advisers authorised and regulated by the Financial Services Authority. Regulated by the Solicitor Regulation Authority No. 00076553