John Tamblin Financial Advisers Kendal Cumbria

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.

Want to release tax-free cash from your home, without having to move?
Then talk to John on 07880 795710 or 01539 741191 to make an appointment.

Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.

Need your pension options explained to you in plain English?
Call John Tamblin on 07880 795710 or 01539 741191 to plan your retirement.

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.

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
  • Mortgage advice*
  • Protecting your mortgage
  • Inheritance tax planning, how to take full advantage of spousal reliefs and protecting your assets in tax efficient Trusts**
  • Equity release

* Your home may be repossessed if you do not keep up repayments on your mortgage.
** Inheritance tax planning and trust advice is not regulated by the FCA.

Speak to our Independant Financial Advisers Kendal Cumbria on 07880 795710 or 01539 741191

Talk to the Expert – Financial Advisers 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 Advisers Kendal Cumbria for a no-obligation chat about your particular circumstances on 07880 795710 or 01539 741191