Connect with Top-Rated Financial Advisers in Kendal!

Financial Management Bureau is a leading independent financial planning firm in Cumbria, offering personalized financial advice and guidance to individuals and businesses. Our expert financial planners have achieved higher level qualifications and many years of experience in dealing with a wide range of financial scenarios. We take the time to understand our clients' unique financial needs and goals, providing tailored solutions to help them achieve financial freedom. From financial planning to investment management, we offer a comprehensive range of services designed to help our clients achieve their financial aspirations.

RDBIFS Ltd is a trusted and independent financial planning provider in the Lake District, offering comprehensive financial planning services to individuals and families, with a focus on ethical, honest, and inclusive practices. We empower our clients to reach their financial goals by bridging the gap between financial knowledge and personal aspirations, providing expert advice on wealth creation, inheritance tax planning, and more. With a long history of building strong client relationships, we focus on creating a comfortable financial environment for our clients, alleviating anxieties about their financial future and simplifying the process of making crucial lifelong financial decisions.