Independent Financial Advisors

Financial Services and Advice in Cumbria, the South Lake District and the Furness Peninsula

Our financial services team in South Cumbria and the Furness Peninsula is dedicated to giving you the best financial advice possible. Whether it's advice on mortgages, equity release, life insurance, savings and investments, pensions or even planning for retirement, Poole Townsend's independent financial advisors can give you practical information and money advice.

We cover a broad range of financial services, employing finance specialists across a range of different financial topics. We aim to be as flexible as possible with our services, so appointments can be made to take place in either a local Poole Townsend office or in a your home and at a time that is convenient for you.

We operate independently of the major financial companies and we are always open about charges and commissions - you will never be asked to make a decision without knowing all the implications as well as the benefits - and an initial consultation is free.

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.