Ceredigion: Legal & financial > Restricted financial advisers services

A restricted adviser or firm can only recommend certain products, product providers, or both. The adviser or firm has to clearly explain the nature of the restriction.

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Society of Later Life Advisers

Osian Rees - Restricted Whole of Market Adviser


I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office My particular specialisms are: Paying for care Inherit...

Contact: Osian Rees, IRP Wealth Planning LLP, Y Banc, 1 Bank Terrace, Llandeilo, Dyfed, SA19 6AY.
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