Kingfisher House Wealth Management
FINANCIAL ADVICE TO COVER ALL YOUR NEEDS
At
Kingfisher House Wealth Management
we are very passionate about building long term relationships with all of our clients founded on trust, excellent service and superior wealth management planning. Whether you are approaching retirement – or looking to understand certain investment ideas – we can help you address your most pressing money questions.Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Advice and services
– We specialise on providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.Investment Planning
– Our investment planning services are to help grow wealth and protect against inflation.Retirement Planning
– Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.Protection Planning
– When it comes to protecting your estate, it is important that you get all the help, advice and support you need.Long Term Care Planning
– Paying for care can be costly, complex and emotional. We bring experience, simple solutions and a high level of support.Other Services
– Wills and Power of AttorneyAddress
Kingfisher House,
39 Market Place
Cockermouth
CA13 9NF
