About us

Established in 1988, the team at Home and Finance has many years’ experience providing practical advice on buying, selling and investments in rental markets and rental management. Financial planning advice, Mortgage services to people, families and businesses in Cumbria and the surrounding area.

We provide advice across a wide range of services and are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients and businesses. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Home and Finance, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.