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Financial Services

You need reliable financial advice for planning a comfortable future and nurturing your investments.

At Poole Townsend, we offer just that, without baffling you with jargon or trying to sell you things you don’t need. Our aim is to forge a trusting relationship that will last for life and we promise to always give you our best service. Whether you’re looking to invest, save, protect or make long-term plans for your money we’re here to guide you.

Mortgages

Choosing the right mortgage can be a tricky proposition – but help is at hand. We negotiate mortgages every day for every type of buyer. So, whether you’re a first-time buyer or a long-time homeowner, we can guide you through the process. Our advisers are completely impartial and ready to give you unbiased advice. We’re not tied to any particular mortgage lender and are able to find you the best options from the thousands of choices out there, providing all the support you need to seal the deal.

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Invest and Save

We all need to plan for the future but it can be hard to choose the right investment when there are so many alternatives. Our advice is independent and entirely tailored to your needs. We can guide you through the savings maze to make sure you get the solution you need – whether you have a lump sum to invest or want to build a savings pot over a number of years. Our expert advisers will assess your personal circumstances and make clear recommendations.

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Insurance and Assurance

We can’t predict what will happen in our lives but we can take some of the worry away by making the right provision. For instance, most of us would like to know that our loved ones were cared for in the event of accident or illness. We can take you through options for life insurance, critical illness insurance and income protection and explain how early planning could give you piece of mind further down the line. Our experts aren’t sales people, they’re independent advisers with families they care about – just like you.

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Retirement and Inheritance

Careful planning for retirement and inheritance seems to become more important with every year that passes. It makes sense to consider provision for your later years when you have the best options in front of you – which usually means the earlier, the better! We don’t sell our own pensions or any other retirement savings products but we do we give straightforward advice in a way you can understand, so you can make informed decisions and take your future into your own hands. Talk to us for friendly, independent advice that’s right for you.

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Poole Townsend Financial Services Ltd are authorised and regulated by the Financial Conduct Authority. Poole Townsend Solicitors Ltd is entered on the Financial Services Register. https://register.fca.org.uk under reference 807084.

Free Initial Appointment

We’ll put the kettle on – and take the pressure off. Contact your local branch for your free initial appointment.

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Trust our team of local experts to provide the best advice on a wide range of legal and financial issues whenever you’re facing a life change and need the best support.

0800 389 2939

Our team are available Monday to Friday 9am - 5pm

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Poole Townsend (Head office)
69-75 Duke Street, Barrow-in-Furness, Cumbria, LA14 1RP. Telephone: 0800 389 2939 Email: enquiries@pooletownsend.co.uk

Poole Townsend Estates Ltd. (Company number 10960705) is a company registered in England and Wales with its registered office at 69-75 Duke Street, Barrow in Furness LA14 1RP. A list of directors is available at the registered office address. Authorised and regulated by the Solicitors Regulation Authority number 8004592. VAT Registration number 288092466. Our Estate Agency is a member of The Property Ombudsman Scheme.

Poole Townsend Estates Ltd Property Client account has client money protection, to view our Client Money Protection Certificate please click here. To view our Equality and Diversity Data please click here. The Propertymark Conduct and Membership Rules can be found here.

Poole Townsend Financial Services Ltd (Company no:10964550) is a company registered in England and Wales with its registered office at 69-75 Duke Street, Barrow in Furness, LA14 1RP. A list of directors is available at the registered office address. We are independent financial advisers authorised and regulated by the Financial Conduct Authority. VAT registration number :154365563. Poole Townsend Financial Services Ltd is entered on the Financial Services Register. https://register.fca.org.uk under reference 807084..

Professional Indemnity Insurance – please contact Martin Oates at the address above if you require details of cover held.

Registered with the Information Commissioners Office for data protection purposes (ICO No: ZA494153 & ZA331395)

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