Wealth Planning

It can be tough to find a good and truly independent financial advisor. Luckily for you, though, we can recommend you to our associated firm that can offer great investment and protection advice. Professional Financial Centre (Cumbria), based in Penrith, was established by Peter Taylor, Rob Udale, and Jane Meeks. The latter, though, retired more than 10 years ago to provide unbiased, independent, non-commission based financial advice. Peter and his team have worked hard to establish a well-regarded reputation and are a highly-trusted source of financial advice.

As an SIFA member firm (through the Law Society) since its establishment in 2004, they have worked in conjunction with local solicitors and professionals. Moreover, they’ve built a professional practice where their processes are robust. Also, their investment performance is enviable, and fees are transparent and not based upon the sale of a financial product.

The firm believes that financial planning is a process, not a transaction. That is to say, they commit to reviewing financial plans with clients regularly. And, through experience, they are aware that a client’s needs can change. Therefore, financial plans must be flexible.

In short, they aim to offer a valuable service. Also, they wish to ensure that they are the first stop for their clients when they face tough financial choices.

Please visit their website to learn more:


Albert the Owl

01768 892336


Robinson Udale is a trading name of Robinson Udale Limited, Registered in England No. 11843961, VAT Reg No. 323 0126 61