Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice - Kendal
Address: 31-33 Stramongate, Kendal LA9 4BH, United Kingdom.
Phone: 1539740869.
Website: pegasuspp.co.uk.
Specialties: Financial planner, Financial consultant, Investment service, Mortgage broker.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Appointment required.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Location of Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice
Pegasus Portfolio Planning, located at 31-33 Stramongate, Kendal LA9 4BH, United Kingdom, is an independent financial advisory firm that offers a range of services, including pension advice, investment advice, and mortgage brokerage. With a phone number of 1539740869, individuals can easily reach out to schedule an appointment. The firm's website, pegasuspp.co.uk, provides further information about their services and team.
As a financial planner and consultant, Pegasus Portfolio Planning specializes in helping individuals and businesses create and implement financial strategies tailored to their unique needs. Their investment services include portfolio management, retirement planning, and tax planning. As a mortgage broker, they assist clients in finding the best mortgage options for their situation.
The firm takes pride in offering onsite services, online appointments, and wheelchair-accessible parking and restrooms, making it easy for clients to visit and discuss their financial needs. Additionally, Pegasus Portfolio Planning is a gender-neutral, LGBTQ+-friendly business that requires appointments, ensuring that clients receive personalized attention and care.
With a stellar average rating of 5/5 from one review on Google My Business, Pegasus Portfolio Planning has demonstrated its commitment to client satisfaction. This reputation makes it an excellent choice for those seeking financial advice and planning services.
Reviews of Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice
