Who we help

Who we help.

Families.

Whether you’re setting up a new business, protecting your family or are in need of some advice on family law, we can help you. From dealing with complex tax affairs to simply taking out a new home insurance policy, we can provide everything you need in one place. Our experts work together to ensure everything runs smoothly and you receive the support you need and deserve.

If you are checking in on your investments, are looking for your first home or have recently inherited money, we have decades of experience helping local people with a wide array of personal circumstances. Single or married, whatever your life stage, we are here to look out for your financial, legal and accountancy needs.

Across all our services we are driven by a desire to provide the best advice for you and your family. Why not stop by our office to chat about any aspect of savings and investments, family law, protection and mortgage advice?

Families.

Whether you’re setting up a new business, protecting your family or are in need of some advice on family law, we can help you. From dealing with complex tax affairs to simply taking out a new home insurance policy, we can provide everything you need in one place. Our experts work together to ensure everything runs smoothly and you receive the support you need and deserve.

If you are checking in on your investments, are looking for your first home or have recently inherited money, we have decades of experience helping local people with a wide array of personal circumstances. Single or married, whatever your life stage, we are here to look out for your financial, legal and accountancy needs.

Across all our services we are driven by a desire to provide the best advice for you and your family. Why not stop by our office to chat about any aspect of savings and investments, family law, protection and mortgage advice?

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.

That’s why our expert advisers are on hand to help you with your every financial, legal and accounting need.

Whether you want a hand with your tax return or are looking for advice on securing a mortgage, we listen to your priorities and get the work done, while you focus on what you do best!

We understand that your personal and business lives are heavily intertwined. We also understand the unique challenges faced by self-employed professionals, including income variation and difficulties accessing mortgages – and can find solutions that work for you.

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.

That’s why our expert advisers are on hand to help you with your every financial, legal and accounting need.

Whether you want a hand with your tax return or are looking for advice on securing a mortgage, we listen to your priorities and get the work done, while you focus on what you do best!

We understand that your personal and business lives are heavily intertwined. We also understand the unique challenges faced by self-employed professionals, including income variation and difficulties accessing mortgages – and can find solutions that work for you.

Business owners.

Businesses of all sorts need different financial advice. We are passionate about providing the best advice to local businesses of all types; across our teams, we can provide a comprehensive service to consider all your financial, legal and accountancy needs.

As your business grows, there will likely be more services you could require. You might need support setting up auto-enrolment pensions or more specialist accountancy services. Directors may need specialist advice on succession planning or a deep dive into their own personal situation and taxes.

Our specialist legal and accountancy services will give you all the support your business need to thrive. We value the human relationships that interacting with business owners creates and are always on hand to advise and act in your best interests.

Business owners.

Businesses of all sorts need different financial advice. We are passionate about providing the best advice to local businesses of all types; across our teams, we can provide a comprehensive service to consider all your financial, legal and accountancy needs.

As your business grows, there will likely be more services you could require. You might need support setting up auto-enrolment pensions or more specialist accountancy services. Directors may need specialist advice on succession planning or a deep dive into their own personal situation and taxes.

Our specialist legal and accountancy services will give you all the support your business need to thrive. We value the human relationships that interacting with business owners creates and are always on hand to advise and act in your best interests.

Make it count.

We have been helping people move homes in Cumbria and beyond for more than 35 years. We understand how important your property transaction is and can help with the whole house moving process, ensuring consistency and good communication at every stage.

Whether you’re buying or selling, we are a one-stop shop for all your home moving needs. At our estate agency, we can help you find your dream property and sell your home with empathy, clarity and expertise in your local area.

Our specialist advisers can help with all aspects of your property transaction, including advice on mortgages, protection and general insurance. Whether you’re a first-time buyer or an old timer, we’ll be by your side to make sure every box is ticked and every financial decision is carefully considered.

Through our legal services we can handle the conveyancing process and any other legal issues that might arise from your purchase or sale. We can also deal with any accountancy and business issues related to the sale.

Make it count.

We have been helping people move homes in Cumbria and beyond for more than 35 years. We understand how important your property transaction is and can help with the whole house moving process, ensuring consistency and good communication at every stage.

Whether you’re buying or selling, we are a one-stop shop for all your home moving needs. At our estate agency, we can help you find your dream property and sell your home with empathy, clarity and expertise in your local area.

Our specialist advisers can help with all aspects of your property transaction, including advice on mortgages, protection and general insurance. Whether you’re a first-time buyer or an old timer, we’ll be by your side to make sure every box is ticked and every financial decision is carefully considered.

Through our legal services we can handle the conveyancing process and any other legal issues that might arise from your purchase or sale. We can also deal with any accountancy and business issues related to the sale.

Want to know more?

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