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Financial advice for each stage in your life

Looking for local, expert financial advice? Each year, KNS Financial Planning helps hundreds of clients find the right mortgages, pensions, life insurance and investments for their needs.

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Whatever stage you’ve reached in life, you probably have financial issues on your mind. These may include the low interest rates earned on bank deposits, whether you have found the best mortgage deal available, how to handle the major pension changes now under way, or whether your young family will ever be able to buy homes of their own.

These and other financial issues are made all the more complex by the rapid pace of economic change. You are right to think about them, but that thought will need turning into action and it can be hard to make important financial decisions alone. Expert advice and support are vital, so we offer these and much more at KNS Financial Planning Ltd.

Headquartered in Kendal and staffed by advisers with deep personal and professional roots in Cumbria, KNS serves clients locally and from many other parts of the UK. Our advisers all grew up in the region so understand the needs, challenges and aspirations of individuals and businesses fortunate enough to be based here.

Whether or not you have taken professional financial advice before, you will appreciate the individual attention you receive from KNS advisers. Our combined experience runs into decades and covers a wide spectrum that includes investments, mortgages and pensions. The entire team looks forward to assisting you with any or all of these aims.

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate on estate planning.

Getting the most from what you have already saved up

Covering your family in case illness or accident strikes

Ensuring that your mortgage deal remains competitive

Planning tax-efficient pension saving for the long term

Keeping you on track for the retirement lifestyle you want

Planning your estate to the advantage of your beneficiaries

For more information Contact Us or view our Newsletter