Somerset: 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 - 15 of 15 Restricted financial advisers services in Somerset.

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Society of Later Life Advisers

Andrew King - Restricted Whole of Market Advice

Local

I specialise in providing Later Life advice, including care fees planning along with advice to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them ...

Contact: Andrew King, Lansdown Place, 2 Oakfield Rd, Clifton, Bristol, BS8 2AL.

Andrew Page - Restricted Financial Advice

Local

I provide independent financial advice to older people and their families. I do this in whichever way suits my client - in their home, at my office or by telephone. My particular specialisms are: Paying for care ...

Contact: Andrew Page, Old Mill Financial Planning LLP, Bishopbrook House, Wells, Somerset, BA5 1FD.

Andrew Parsons - Restricted Whole of Market Advice

Local

I provide independent financial advice to older people and their families. Method of Advice Face to face Home visit Advice types Paying for Care IHT Planning Savings and Investments

Contact: Andrew Parsons, Eight Wealth Management, 222-224 Lower Blandford Road, Broadstone, Dorset, BH18 8DX.

David Seviour - 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: David Seviour, Heritage Park, St Peters Park, Cobblers Way, The Street, Radstock, Somerset, BA3 3FJ.

Gemma Young - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families.

Contact: Gemma Young, 15 High Street, Corsham, Wiltshire, SN13 0ES.

Gerald Archer - 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: Gerald Archer, Archer & Associates, Sunrise, Stoulgrove Lane, Woodcroft, Chepstow, Gwent, NP16 7QE.

Jennifer Douglas - Restricted Financial Advice

Local

I provide restricted financial advice 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 Inheritance tax plann...

Contact: Jennifer Douglas, Wells Road, Radstock, Somerset, BA3 4ET.

John Warren - 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 or by phone.. My particular specialisms are: Paying for car...

Contact: John Warren, LTC Solutions Ltd, 31 Claverton Road West, Bristol, Avon, BS31 3AL.

Martyn Cole - 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: Martyn Cole, Cooper Associates Wealth Management Ltd, 40 St. James Building, Taunton, Somerset, TA1 1JR.

Paolo Rosolek - Restricted Financial Advice

Local

I provide restricted financial advice 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 Equity release Inher...

Contact: Paolo Rosolek, 664 Muller Road, Eastville, Bristol , Avon, BS5 6XB.

Richard Edney - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families.

Contact: Richard Edney, Abacus Wealth Management, Mizzymead Farmhouse, Barns Close, Nailsea, Somerset, BS48 2LG.

Simon Turner - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families.

Contact: Simon Turner, Simon Turner Financial Consultants, Penraddon, Whimple, Exeter, Devon, EX5 2PX.

Stuart Bryant - Restricted Whole of Market Adviser

Local

I am a resticted 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 or by phone. My particular specialisms are: Paying for care ...

Contact: Stuart Bryant, 86 Broad Street, 21 Ridgeway, Frampton Cotterell, Bristol, Avon, BS37 6AG.

Tim Gallego - 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 or by phone. My particular specialisms are: Paying for care...

Contact: Tim Gallego, Poundbury Wealth Management LLP, Alan Wing House, Holmead Walk, Poundbury, Dorchester, Dorset, DT1 3GE.

Wai Man Cheung -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: Wai Man Cheung, W M C Wealth Management, The Granary, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF.
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