Ashley Magean

Hello, I am here to welcome new and existing clients at our local office in Kendal. Face to face meetings are preferred although video or telephone options are available too. Accessible parking is available outside the modern office or you may prefer to hold an initial consultation by telephone. Having worked in Financial Services since 2001 I have developed a trusted relationship with all of my existing clients, each of whom have different concerns and goals but all receive the highest quality service. No matter what your plans are, the journey can be daunting, it is important to ensure you have a planner available to you that you can trust. Together we can take the right steps to achieve that plan. As a firm we have over seventy years’ experience in providing our clients with the highest quality service. Our expert advisers and investment managers create a tailored strategy which works for you and assess your needs at every stage of life and in business. Whilst I specialise in at retirement planning I do provide advice on a wide range of matters including investments, pensions, protection and more. You will be under no obligation to utilise our service and any potential charges will be disclosed at the outset.