Who we are.
We are a family-run business specialising providing financial, legal and accountancy solutions across every element of our customers’ personal or business life.
Helping you through life’s key moments.
For more than 35 years, Home & Finance has been in the heart of Cumbria, helping the local community through all of life’s key moments.
We now have three offices:
Ulverston
Barrow
Millom
Most of our new customers come through referrals. We are proud to have worked with some customers for more than three decades and are now helping many of their children or grandchildren
We take a customer-first approach and are always on hand to help people understand their financial position. We want to take the problem away from our customers and work towards achieving their goals, ambitions and desired lifestyle. In everything we do, we go further to ensure we provide long-lasting solutions.
We love meeting with you in person:
We love to meet face to face with our customers in our on-site cafés. Come in for a coffee, scone and chat today and find out how we can help you
Our values:
Integrity and transparency
We want what is best for our customers and demonstrate this by being open and honest. This allows us to provide our customers with the advice they need and deserve – whether they are a new customer or coming back to us for the hundredth time.
Understanding
We are here to provide a caring approach and to identify the best options for you. That’s why we always listen to you and take the time to understand you and your unique needs.
Collaborative
As a family-run business, we know the importance of working well together. We not only work in partnership with our customers, but we work well as a team and most importantly, we get on! We are proud to be part of our local community and pride ourselves on our reputation.
Strong relationships
Without a doubt, the most important aspect of our business is the relationships we build with our customers. We ensure our customers feel they can talk to us openly and in confidence. We want not only what is best for their money, but what is best for them as a person. We love customers for life and build a strong relationship with them for life!
Approachable
We want our customers to feel safe, secure and relaxed with us. We pride ourselves on delivering a personal service and getting to know our customers. Some people just come in for a coffee, scone and chat!
