Staffordshire: 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 - 14 of 14 Restricted financial advisers services in Staffordshire.

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Society of Later Life Advisers

Andrew Connolly - Restricted Whole of Market

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 Equity ...

Contact: Andrew Connolly, The Andrew Connolly Practice, 6 Hope Street, Sandbach, Cheshire, CW11 1BA.

Angela Fountain Restricted Whole of Market Adviser

Local

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

Contact: Angela Fountain, RBA Wealth Management, Charles House, 23 High Street, Uttoxeter, Staffordshire, ST14 7HN.

Carolyn Ling - Restricted Adviser

Local

I am a Restricted 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 Inheritance Tax Planning...

Contact: Carolyn Ling, Carolyn Ling Financial Planning Ltd, Long Meadow, Whitchurch Road, Whitchurch, Shropshire, SY13 2DD.

Daljit Dhillon - Restricted Whole of Market Adviser

Local

I provide independent 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 Inhe...

Contact: Daljit Dhillon, WSS, Unit A1-A6, Wolverhampton, West Midlands, WV14 7LF.

Fred Millward - Restricted Whole of Market Adviser

Local

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

Contact: Fred Millward, Quantum Private Clients, Genesis Centre, North Staffs Business Park, Stoke-on-Trent, Staffordshire, ST6 5XH.

Garnet Ronander 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 ways suit my clients - in their home, at my office or by telephone. My particular specialisms are: Paying for c...

Contact: Garnet Ronander, Ubuntu Wealth Management, 25a High Street, Northwich, Cheshire, CW9 5BY.

Gary Hans - 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: Gary Hans, AMG Wealth Management LTD, 120 Park Farm Drive, Allestree, Derby, Derbyshire, DE22 2QP.

Jean Lamb - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. My particular specialisms are: Paying for care Inheritance tax planning Pensions Savings and investments Financial A...

Contact: Jean Lamb, Jean Lamb Wealth Consultancy, 6a Market Street, Lichfield, Staffordshire, WS13 6LH.

Joanne Hill - 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: Joanne Hill, St James's Place West Midlands, Blythe Valley Business Park, Shirley, Solihull, West Midlands, B90 8AR.

Nick Shioleftou - Financial Adviser

Local

I am a Financial Adviser to older people and their families.

Contact: Nick Shioleftou, NPS Wealth Management Ltd, Edgbaston Hall, 25 Church Road, Birmingham, West Midlands, B15 3TB.

Paul Kavanagh - 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: Paul Kavanagh, Kavanagh & Associates Wealth Management, Suite G7, Northwich Business Centre, Meadow Street, Northwich, Cheshire, CW9 5BF.

Penny Deakin - Restricted Whole of Market Adviser

Local

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

Contact: Penny Deakin, St. James's Place, St. James's Place House, Central Boulevard, Blythe Valley Business Park, Shirley, Solihull, West Midlands, B90 8AR.

Peter Moore - 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: Peter Moore, Peter Moore Wealth Management Ltd, Bredon House, 321 Tettenhall Road, Wolverhampton, West Midlands, WV6 0JZ.

Simon Cartmell -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: Simon Cartmell, Provest Wealth Management, 18-20 Hewell Road, Birmingham, B45 8NE.
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