We love our customers for life.
We help people understand their financial position and work towards achieving their goals, ambitions and desired lifestyle.
Who we are.
We are a family business with the expertise to cater for your every financial, legal and accountancy need.
Whether you’re buying your first home or thinking about retirement, we are a one-stop shop for quality and caring financial, legal and accountancy services. From investments and insurance to mortgages and taxes, we have a skilled team of experts who can provide clear and consistent support.
Working from the heart of Cumbria since 1988, we pride ourselves on being an integral part of our local community. We take a genuine interest in our customers’ lives and give our all to offer the service you deserve.
Our customers are the beating heart of everything we do. That’s why we’ll always make time to put the kettle on and chat things over.
Who we are.
We are a family business with the expertise to cater for your every financial, legal and accountancy need.
Whether you’re buying your first home or thinking about retirement, we are a one-stop shop for quality and caring financial, legal and accountancy services. From investments and insurance to mortgages and taxes, we have a skilled team of experts who can provide clear and consistent support.
Working from the heart of Cumbria since 1988, we pride ourselves on being an integral part of our local community. We take a genuine interest in our customers’ lives and give our all to offer the service you deserve.
Our customers are the beating heart of everything we do. That’s why we’ll always make time to put the kettle on and chat things over.
Who we help.
Families
Families
Young professionals
Young professionals
Business owners
Business owners
What we do.
At Home & Finance, we bring financial, legal and accountancy solutions under one roof, which allows us to support you across every element of your personal and business life.


