Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice - Kendal

Pegasus Portfolio Planning: A Comprehensive Financial Service

Pegasus Portfolio Planning stands as a respected and established financial advisory firm dedicated to providing comprehensive financial solutions to individuals across the United Kingdom. Situated at 31-33 Stramongate, Kendal LA9 4BH, the firm operates with a commitment to personalized service and expert guidance. Their primary focus revolves around Pension Advice, Investment Advice, and broader Financial Planning, catering to diverse client needs and circumstances.

Core Services and Specializations

At the heart of Pegasus Portfolio Planning’s offerings lies a dedication to understanding each client’s unique financial goals. They specialize in a range of services, including:

• Pension Planning: Assisting clients with navigating the complexities of pension schemes, maximizing contributions, and ensuring a secure retirement income.
• Investment Advice: Providing tailored investment strategies aligned with risk tolerance, financial objectives, and time horizons. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Financial Planning: Offering holistic financial planning services that encompass budgeting, tax optimization, estate planning, and insurance needs.
• Mortgage Brokerage: Facilitating mortgage applications and securing competitive rates for clients seeking to purchase a property.

The firm’s team comprises experienced and qualified Financial Planners and Financial Consultants who are committed to delivering objective and trustworthy advice. They prioritize building strong, long-term relationships with their clients based on trust and transparency.

Location and Accessibility

Pegasus Portfolio Planning’s physical location at 31-33 Stramongate, Kendal LA9 4BH provides a professional and accessible environment for client consultations. The firm is easily reachable via telephone at Phone: 1539740869. Clients can also access the firm’s website at Website: pegasuspp.co.uk for further information and to schedule appointments.

Client Experience and Facilities

Pegasus Portfolio Planning places a strong emphasis on client satisfaction. They offer a variety of convenient appointment options, including On-site services and Online appointments, catering to individual preferences. The office is equipped with Wheelchair-accessible car park and Wheelchair-accessible toilet facilities, demonstrating a commitment to inclusivity. Furthermore, they provide Gender-neutral toilets and a welcoming environment for all clients, fostering a sense of comfort and respect. Appointments are required, and recommendations are made for proactive engagement as it can greatly benefit the client's financial wellbeing.

Client Feedback and Reputation

The firm has garnered positive feedback from its clients, evidenced by 1 reviews on Google My Business with an average opinion of 5/5. This high level of satisfaction reflects the firm’s dedication to providing exceptional service and delivering valuable financial guidance. Clients consistently highlight the firm’s responsiveness, clarity of communication, and ability to tailor solutions to their specific needs. For instance, one client reported a particularly positive experience with Nigel Ryan, who efficiently addressed their mortgage inquiry with kindness and speed, demonstrating a commitment to providing a rapid and helpful service. The team’s ability to understand complex financial situations and offer clear, actionable advice appears to be a key driver of client satisfaction. The emphasis on building rapport and trust within the client relationship is also frequently mentioned.

Key Features Summary

Pegasus Portfolio Planning is dedicated to providing a secure and informed future for its clients. Their commitment to accessibility, combined with their experienced team and client-centric approach, positions them as a trusted partner in navigating the complexities of personal finance. They strive to create a supportive environment where clients feel confident in their financial decisions.

👍 Reviews of Pegasus Portfolio Planning - Independent Financial Advisers - Pension Advice - Investment Advice

Jane M.

5/5

I contacted Nigel Ryan, to help me ascertain my ability to get a mortgage. This information is for my divorce. Nigel understood my request straight away, and deal with it very kindly & quickly. I recommend him to everyone who needs a fast, helpful service.