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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

We help families with everything that matters to them, whether that’s protection and mortgages or investments and intergenerational planning.

Families

We help families with everything that matters to them, whether that’s protection and mortgages or investments and intergenerational planning.

Young professionals

If you’re just establishing yourself in your career, whether that’s as an employee or working for yourself as a sole trader or freelancer, you have a lot to consider. We’re here to help you with your financial, legal and accountancy needs.

Young professionals

If you’re just establishing yourself in your career, whether that’s as an employee or working for yourself as a sole trader or freelancer, you have a lot to consider. We’re here to help you with your financial, legal and accountancy needs.

Business owners

Whatever its size, owning or being a director of a business comes with a lot of responsibilities – financial and legal.

Business owners

Whatever its size, owning or being a director of a business comes with a lot of responsibilities – financial and legal.

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.

Want to know more?

Call us or pop in for a coffee, scone and a chat!