Financial Advisers Kendal Cumbria

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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.

Talk to John on 07880 795710 or 01539 741191 to make an appointment.

Our Services Include:

  • 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*
  • Equity release

 

* Inheritance tax planning and trust advice is not regulated by the FCA.

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.

 

John Tamblin Financial Services Limited, registered in England No 09751098. Registered Office: 10 Underley Road, Kendal, Cumbria. LA9 5ET. Tel. 07880 795710. John Tamblin Financial Services Limited is authorised and regulated by the Financial Conduct Authority.

John Tamblin Financial Services Ltd
10 Underley Road
Kendal
Cumbria
LA9 5ET

07880 795710 or 01539 741191