Our practice approach
Kingfisher House Wealth Management has the know how, the desire and the ability to tackle anything that is required to help you help your goals.
We do not provide "off the shelf" solutions. We put our clients at the heart of everything we do.
Testimonials
Item 1 of 6
I found the service from Alison to be excellent over the last 25 years I have been a client.
Kenneth White| Cockermouth
I was advised by a friend to consider Kingfisher House Wealth Management and I have never regretted taking his advice. At my initial meeting I was made to feel at ease and welcome. Alison and the staff are extremely professional and knowledgeable. The advice I have received was and continues to be e...
John Hodgson| Retired, Workington
My family have been receiving financial advice from Alison’s business for the last 20 years. The fact that we propose to continue this relationship as we approach retirement indicates our ongoing trust in her guidance and support. We see Alison as a friend as well as our financial adviser. Allied to...
Steve and Sarah Telford| Health physics monitor and E-commerce admin assistant. Cockermouth
I have always found my St. James's Place partners advice to be sensible, appropriate, and very helpful – offering a good service.
Private Client| Retired, Bury
We acknowledge with gratitude the key role Kingfisher House Wealth Management has played in formulating an investment strategy allowing us to enjoy our retirement free of burden of concern over financial unpredictability. The initial trust we placed in Kingfisher House Wealth Management has proved t...
Peter Davis-Merry| Mosedale, Penrith
Kingfisher House Wealth Management has over many years given all of our family from my parents to our children the very best of advice. Alison is always available and has supported us in all sorts of matters not just investment related. She goes above and beyond, we most certainly recommended her an...
Mike and Joan Hayton| Farmers, Carlisle
I found the service from Alison to be excellent over the last 25 years I have been a client.
Kenneth White| Cockermouth
I was advised by a friend to consider Kingfisher House Wealth Management and I have never regretted taking his advice. At my initial meeting I was made to feel at ease and welcome. Alison and the staff are extremely professional and knowledgeable. The advice I have received was and continues to be e...
John Hodgson| Retired, Workington
My family have been receiving financial advice from Alison’s business for the last 20 years. The fact that we propose to continue this relationship as we approach retirement indicates our ongoing trust in her guidance and support. We see Alison as a friend as well as our financial adviser. Allied to...
Steve and Sarah Telford| Health physics monitor and E-commerce admin assistant. Cockermouth
I have always found my St. James's Place partners advice to be sensible, appropriate, and very helpful – offering a good service.
Private Client| Retired, Bury
We acknowledge with gratitude the key role Kingfisher House Wealth Management has played in formulating an investment strategy allowing us to enjoy our retirement free of burden of concern over financial unpredictability. The initial trust we placed in Kingfisher House Wealth Management has proved t...
Peter Davis-Merry| Mosedale, Penrith
Kingfisher House Wealth Management has over many years given all of our family from my parents to our children the very best of advice. Alison is always available and has supported us in all sorts of matters not just investment related. She goes above and beyond, we most certainly recommended her an...
Mike and Joan Hayton| Farmers, Carlisle
I found the service from Alison to be excellent over the last 25 years I have been a client.
Kenneth White| Cockermouth
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