Pegasus Portfolio Planning
Independent Financial Advisors in Kendal
About Us
Established since 1985 our firm offers an impartial and personalised approach to Independent Financial Advice. Pegasus Portfolio Planning LLP are directly authorised and regulated by the Financial Services Authority (Number 446163). We carry professional Indemnity Insurance of over … [Read More...]
Investments
We will advise on your existing portfolio of investments or we can construct a personalised portfolio for first time investors. Your objective may be tax free growth for your investment or you may wish to produce an income or seek a combination of both. Alternatively if you planning to save … [Read More...]
Mortgages
There are always a wide range of mortgage deals available from a range of mortgage lenders. Choosing the best mortgage deal for your particular circumstances isn't easy as the various charges that lenders apply to their mortgage offers can have a huge impact on the total cost of the mortgage over a … [Read More...]
News Updates
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Financial Planning
We provide a comprehensive and professional service offering advice in all aspects of financial services. Areas of our expertise include: Investment and Retirement Planning Mortgages ans Life Assurance Equity Release Funding for Nursing Home Care Inheritance Tax Planning We offer an … [Read More...]