Pegasus Portfolio Planning
Independent Financial Advisors in Kendal and The North
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 efficient growth for your investment or you may wish to produce an income or seek a combination of both. Case Study Mr & Mrs A contacted … [Read More...]
Retirement Planning
We are able to advise you on ways to save for your retirement and also the most suitable way to take your pension benefits when you are approaching retirement. Case Study 1 Mr B (aged 65) approached Pegasus for advice as he was nearing retirement and had several pension plans with different … [Read More...]
Protection
We are able to arrange various types of protection for individuals, families and businesses. Types of protection we advise on are: • Life Assurance • Mortgage Life Assurance • Critical Illness cover to pay a lump sum on diagnosis of specified illnesses. • Permanent Health … [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...]
Equity Release
Equity Release or Lifetime Mortgages are a way of raising money against the value of your home. Although not a solution for everyone, we have found this to be something that many people consider once they start to approach retirement especially if they have limited pension provision and … [Read More...]
Long Term Care/Nursing Home Fees
Sometimes, individuals may reach a stage where their health or age mean that they decide to be cared for in a Residential Nursing Home. Although the state can provide in some circumstances, many people elect to choose their own private care home provider and meet the cost themselves. This can be … Read More