Independent Financial Advisor Kendal, Cumbria

Specialist Advice on Pensions and Investments

Individually Tailored Financial Advice

My name is John Tamblin. I am an established independent financial adviser covering Cumbria, Lancashire and West Yorkshire. My work comes from recommendations and I have an established customer base. I offer comprehensive financial planning and wealth management advice, this includes a review of your existing position. You can contact me directly on 07880 795710.

Keeping on top of your financial affairs is always a delicate balancing act between dealing with the pressures of today and planning ahead for the security and peace of mind you want to enjoy tomorrow. It’s all about making the right decisions at the right time … but with so much to think about, where do you start? Talk to an expert. By taking an overview of where you are now and where you want to be in the future, I can offer individually tailored financial advice based entirely on what matters most to you, your family and business.  I am fully qualified and experienced in dealing with the following:

John Tamblin Financial Services

  • Tax efficient Investments and savings
  • Review of existing investments
  • Retirement and pension planning
  • Maximising pension funds
  • Review of existing pension plans
  • Critical illness and income protection
  • Life insurance
  • Finding the best way to pay for school and university fees
  • Protecting your mortgage
  • Inheritance tax planning, how to take full advantage of spousal reliefs and protecting your assets in tax efficient Trusts. Inheritance tax planning and trust advice is not regulated by the FCA.

Talk to the Expert - Financial Advisors Kendal Cumbria

I know that my customers want the best service, value for money and someone who will go the extra mile. My advice is tailored to suit your individual needs, and reviewed on a regular basis. Please contact me and I will be happy to discuss your planning needs at a time and place of your convenient to you. Initial meetings are free of charge. I am happy to work on a fee or commission basis as appropriate. You can trust that my advice is completely unbiased and impartial.

I am passionate about delivering a high quality, tailored service, and developing long term business relationships which are built on trust and professionalism. I am extremely proud that my business is generated through referrals from existing customers and other professionals.

Call our Financial Advisors Kendal Cumbria for a no-obligation chat about your particular circumstances on 07880 795710 or 01539 741191

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.