Powys: 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.

1 - 3 of 3 Restricted financial advisers services in Powys.

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Society of Later Life Advisers

Danielle Watt-Jones - Restricted Whole of Market

Local

I provide independent financial advice to older people and their families.

Contact: Danielle Watts-Jones, DWJ Wealth Management Ltd, SA12 Business Centre , Seaway Parade, Baglan Energy Park, Baglan, SA12 7BR.

Jason Watkins - Restricted Whole of Market Adviser

Local

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 Inheri...

Contact: Jason Watkins, Distinct Financial Solutions, 10 West Street, Swansea, West Glamorgan, SA4 4AA.

Osian Rees - Restricted Whole of Market Adviser

Local

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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