Financial Planners in Kendal, Cumbria

5 locations found near Kendal
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“I have been dealing with Macbeth Scott & Co for over 20 years, and have recommended them to many people. They are qualified and registered professional Insurance Brokers, not just some character "flogging insurance."”

5Superb3 Reviews

“I was recommended Gemma at Westmoorland Financial Advice Centre and she is fantastic. She managed to secure myself a buy to let mortgage when i had been refused by several banks with a good interest rate. They provide a highly professional service and i was kept up-to date at each stage. I have already recommended her to several others and they also offer ongoing advice when needed. Thank you for all your help, I would have been able to do this without you!”

5Superb1 Reviews

“I met Stuart soon after we relocated to Kendal almost 10 years ago. With a young family, my wife and I wanted to make sure that our financial future and life insurance was set-up properly. Stuart and his team provide an exemplary service, with regular updates and reviews to make sure we have the right cover and plans in place. Stuart is approachable, empathetic, professional and knowledgeable, backed up with a great support team. I have no hesitation in recommending Stuart and Veritas to anyone looking for sound financial advice and planning, whatever life stage they are at.”

5Superb1 Reviews

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