About us.
At the heart of Cumbria:
At Home & Finance, we go further to give our customers the best possible care. Working from the heart of Cumbria since 1988, we are proud to serve our local community with everything from financial advice and legal services to accountancy and protection for you and your family.
We are a family business with the expertise to cater for your every personal and business financial, accountancy and legal requirement. Whether you’re buying your first home or thinking about retirement, we are a one-stop shop for quality and caring advice and service.
Advice when you need it.
Our independent financial advisers (IFAs) can help you navigate mortgages, investments and retirement planning with jargon-free advice. We revolve around your requirements and are always happy to take the time to explain things clearly.
As proactive advisers, we are always prepared to go the extra mile to achieve the best outcomes for our customers. In everything we do, we give you the space you need to make the right decision for your unique circumstances. For sole traders and small business owners, we can help you achieve your goals with a tailored blend of legal and accounting services.
All in one place
Our unique blend of financial, legal, accountancy and estate agency services mean that we can deal with every aspect of your personal and business home and finance needs. Our skilled advisers can help with your mortgage, insurance and legal needs relating to a house purchase; we can offer protection and insurance support, consider any tax and accounting implications, and help keep your business plans on track.
By bringing everything under one roof, you will know that you always have someone working on your case who understands you and your priorities. Our skilled team of experts provide clear, consistent help for your unique needs. With everything in one place, you can rest assured that you are in safe hands.
Legal specialists
We can offer a full range of legal services, with pragmatic and accessible legal advice when you need it. Alongside our other specialists, our legal experts can cater to your every personal or business requirement and get straight to the heart of your case.
Accounting on you
From individual to business services, our accountancy specialists are here to support you in all your accounting needs. Whether you are a sole trader completing your tax return or a mid-sized business requiring payroll support, we have the expertise to respond to your requirements.
House purchase and so much more
Buying or selling a home is a major life event. Whether you are buying your first home, downsizing, upgrading your family home or dealing with buy-to-let properties, we are here to make everything run smoothly. As well as our estate agency service, our skilled advisers can help with your mortgage, insurance and legal needs relating to your house purchase – all in one place!
