Trusted Independent Financial Planners

Welcome to RDBIFS Ltd - Your Trusted Independent Financial Planning Provider in the Lake District

At RDBIFS Ltd, we are dedicated to serving the Lake District with ethical, honest, and inclusive financial planning services. Our mission is to empower individuals to reach their financial goals by bridging the gap between financial knowledge and personal aspirations.

Your comprehensive financial planning partner in the Lake District

Creating wealth

During your working years, our primary focus is on building assets that can generate income when you decide to retire.

Using wealth to provide income

At a certain stage in life, you’ll contemplate retiring and relying on your assets to maintain your desired lifestyle.

Passing wealth to the next generation

We also offer expertise in inheritance tax planning, helping clients mitigate or eliminate potential inheritance tax liabilities while ensuring the safety of their income

Some kind words

A few words from some of our clients

“RDB genuinely care; we cannot fault their superb manner and attention to our specific requirements. They have exceptional & valuable knowledge of the markets and we have trusted their recommendations as and when our circumstances have changed over the years.”
Pat BKendal

“RDB have seen us through a lifetime of financial support, from a busy working family with school age children, through their university days, weddings and six grandchildren and now into our retirement! Our relationship is life long and I couldn't be more satisfied”
James & BethBerwickshire

“RDB provide us with a very efficient service and we have no hesitation in recommending Chris to our friends.”
Fred DKendal

“Whether you have an investment of £1000 or £1m the service from RDB is the same - they are a great firm to deal with!”
Peter WHornby

“I have full confidence in the advice and decisions made on our behalf by RDB. It was one of the best days ever when I was recommended to RDB, and I have never looked back”
Kevin SMilnthorpe

Our guiding principle is to treat our clients with the same care and respect that we would want for ourselves

As an independent financial services provider, we have the autonomy to put this ethos into practice. Our primary goal is to create a comfortable financial environment for you, alleviating any anxieties about your financial future and simplifying the process of making crucial lifelong financial decisions.

We’re here for the long haul and have cultivated numerous multi-generational client relationships. Our mission is to build a legacy that future generations can benefit from, and we invest our time and expertise toward this end by helping our clients gain confidence and knowledge about the financial markets. Your time is invaluable to us; the better we understand you, the better equipped we are to recommend financial solutions that align with your family and lifestyle.

Independent Financial Services in Cumbria

Ethical, honest, and inclusive financial planning services that empower you to reach your financial goals

Start your journey

Address

1a The Stables,
Levens Hall,
Kendal, Cumbria
LA8 0PB

Contact

RDBIFS Ltd is registered in England and Wales – Company Number 08221678
RDBIFS Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register number: 771172
The information and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.