Established since 1985 our firm offers an impartial and personalised approach to Independent Financial Advice. As independent financial advisors we are not owned, affiliated with or tied to any financial services product provider which ensures we are able to provide you with fully independent and unbiased financial advice. Pegasus Portfolio Planning LLP are directly authorised and regulated by the Financial Conduct Authority (Number 446163).
Many of our clients have been with Pegasus Portfolio Planning for over 20 years and have recommended their friends, family and collegues to us. We currently have 6 qualified Advisers. We also enjoy close working relationships with businesses that offer services which are of benefit to our clients, including Solicitors and Estate Agents in Cumbria and Lancashire.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 102 Highgate, Kendal, LA9 4HE
01539 740869
Business Name
Pegasus
Services Offered
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