When you choose RDBIFS Ltd for your financial guidance, you’ll experience a warm and personal connection that extends far beyond our website. Whether we’re on the other end of the phone or meeting you in person, our welcoming approach is always at your service. Our serene offices are nestled in the picturesque surroundings of Levens Hall, conveniently located between Milnthorpe and Kendal. And if it’s more convenient for you, we’re more than willing to bring our warm welcome to your doorstep, meeting you in the comfort of your own home.
Our client base is diverse, spanning from farmers to owners of country estates, retired business leaders to individuals who’ve inherited wealth, and everyone in between. We take pride in the fact that nearly all our clients come to us through word-of-mouth referrals. While we don’t boast about ourselves, it’s clear that our clients are delighted to speak highly of us.
At RDB, 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.
If our approach resonates with you so far, why not reach out to us? Our initial consultation or meeting is entirely free, and there’s absolutely no obligation or pressure to commit. That’s simply not our style. What we offer is assistance and reassurance in a relaxed setting, perhaps over a cup of tea or coffee!
We go the extra mile, combining our friendly and genuine demeanor with top-notch industry knowledge and technical expertise. Feel free to explore what some of our satisfied clients have to say. Our aim is to forge lasting relationships, and if it turns out during our meeting that you’re already in control of your financial matters and don’t require our services at this time, we’ll be forthright about that too!
At RDBIFS Ltd, we hold each and every client in high regard, offering the same level of service regardless of your financial needs.
Independent Financial Services in Cumbria
Ethical, honest, and inclusive financial planning services that empower you to reach your financial goals
Address
1a The Stables,
Levens Hall,
Kendal, Cumbria
LA8 0PB
© 2026 RDBIFS Ltd. All rights reserved.
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.