Investing in Success
01/04/2009After enjoying continued success, Temple Heelis Financial Services Limited expanded their Kendal operation again by joining forces with Cheshire based firm, JW Financial Planning.
Director, Peter Ingall explained “To ensure continued growth of the firm, it is vital that we broaden the number of services we are able to offer. By doing this, we can offer greater choice to both new and established clients”.
To mark the expansion of the firm, a celebration event was held at their Bridge Mills office in Kendal with special guest speaker, Justin Urquhart-Stewart from Seven Investment Management. Justin is one of the most recognisable and trusted financial commentators on television and radio. Wearing his trademark red braces, he spoke to local business leaders about his own business experiences as well as the future for the financial sector and the economy in general.
Peter Ingall, commenting on the event said, “The event was a great success! In light of Justin’s comments on the uncertainty in the financial markets, we feel that people need a local and highly specialised service such as ourselves that they can trust. We have many years experience and so can help businesses and private individuals make positive decisions about their finances”.
The South Lakeland firm provides a full range of specialist financial services throughout Cumbria including Carlisle, Penrith, Windermere, Kendal, Barrow and Whitehaven.
These include investment advice, mortgages and pension planning for individuals, while businesses benefit from advice about sourcing and securing finance for commercial purposes.