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: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
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
⏰ Open Hours of Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice
- Monday: 9 am–4 pm
- Tuesday: 9 am–4 pm
- Wednesday: 9 am–4 pm
- Thursday: 9 am–4 pm
- Friday: 9 am–2 pm
- Saturday: Closed
- Sunday: Closed
Pegasus Portfolio Planning - Independent Financial Advisers
Located at 31-33 Stramongate, Kendal LA9 4BH, United Kingdom, Pegasus Portfolio Planning is a reputable independent financial advisers firm offering a range of services to help individuals secure their financial future. Established with a commitment to providing personalized, high-quality financial advice, Pegasus Portfolio Planning specializes in pension advice, investment advice, and more.
Address: 31-33 Stramongate, Kendal LA9 4BH, United Kingdom
Phone: 1539740869
Website: pegasuspp.co.uk
Specialties & Services
- Financial planner
- Financial consultant
- Investment service
- Mortgage broker
Other Points of Interest
- On-site services
- Online appointments
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Gender-neutral toilets
- Toilet
- LGBTQ+ friendly
- Appointment required
- Appointments recommended
Opinions & Reviews
This company has received positive feedback from its clients, with an impressive average rating of 5/5 based on 1 review on Google My Business. Clients appreciate the helpful, efficient service provided by the team at Pegasus Portfolio Planning. One satisfied customer noted that Nigel Ryan, a representative of the firm, provided kind and quick assistance with their mortgage inquiry related to a divorce, demonstrating the team's ability to handle complex situations with care and expertise. This experience led the client to strongly recommend Pegasus Portfolio Planning to others seeking a fast and helpful financial services provider.
With a strong focus on personalized service and expertise, Pegasus Portfolio Planning stands out as the go-to choice for those seeking reliable financial advice in Kendal and the surrounding areas. Whether you require assistance with pensions, investments, or mortgages, their knowledgeable team is committed to helping you achieve your financial goals.
👍 Reviews of Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice
