B and M Harrison Limited Financial Advice Professionals
BA
Financial Advisors
B and M Harrison Limited Financial Advice Professionals
134 Highgate, Kendal LA9 4HW
# B & M Harrison Limited
B & M Harrison Limited is an independent financial advisory firm based in Kendal, serving clients across the South Lakes region. As a family-run business, they provide comprehensive financial planning and mortgage advice to individuals at all life stages, from first-time homebuyers to those approaching retirement.
The firm distinguishes itself through its commitment to plain-English communication, breaking down complex financial concepts into understandable guidance. Rather than pushing products or meeting sales targets, they offer truly independent advice by maintaining no allegiances to any financial institutions. This allows them to search the entire marketplace for solutions tailored to each client's circumstances.
Their approach prioritises transparency and fairness. Clients can access their expertise through fee-based financial planning without obligation to purchase products, though the team will recommend suitable solutions when required. This client-first mentality, combined with their friendly and straightforward service philosophy, has made them well-known locally.
B & M Harrison Limited is fully authorised and regulated by the Financial Conduct Authority, providing credibility and consumer protection. Their team of experienced advisers—Brian Harrison, Michelle Airey, and Christine Harrison—have built a reputation for sensible planning that considers clients' complete financial picture and long-term aspirations.
B & M Harrison Limited is an independent financial advisory firm based in Kendal, serving clients across the South Lakes region. As a family-run business, they provide comprehensive financial planning and mortgage advice to individuals at all life stages, from first-time homebuyers to those approaching retirement.
The firm distinguishes itself through its commitment to plain-English communication, breaking down complex financial concepts into understandable guidance. Rather than pushing products or meeting sales targets, they offer truly independent advice by maintaining no allegiances to any financial institutions. This allows them to search the entire marketplace for solutions tailored to each client's circumstances.
Their approach prioritises transparency and fairness. Clients can access their expertise through fee-based financial planning without obligation to purchase products, though the team will recommend suitable solutions when required. This client-first mentality, combined with their friendly and straightforward service philosophy, has made them well-known locally.
B & M Harrison Limited is fully authorised and regulated by the Financial Conduct Authority, providing credibility and consumer protection. Their team of experienced advisers—Brian Harrison, Michelle Airey, and Christine Harrison—have built a reputation for sensible planning that considers clients' complete financial picture and long-term aspirations.
Services offered
Mortgage adviceRetirement planningPension adviceInheritance tax planningSavings and investment adviceFinancial planningIndependent financial guidanceWealth management