Wiltshire: 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 - 19 of 19 Restricted financial advisers services in Wiltshire.

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Society of Later Life Advisers

Adam Johnson - 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: Adam Johnson, New Forest Wealth Management Ltd, Unit 12 Shelley Farm Shelley Lane, Romsey, Hampshire, SO51 6AS.

Alexander Wilkie - 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: Alexander Wilkie, Swindon Financial Services Ltd, 124-125 Commercial Road, Swindon, Wiltshire, SN1 5PL.

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.

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.

Jason Coleman - Restricted Whole of Market

Local

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

Contact: Jason Coleman, Minster Wealth Management, 44c East Street, Wimborne, Dorset, BH21 1DX.

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.

Jennifer Hill - Restricted Whole of Market Adviser

Local

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

Contact: Jennifer Hill, Chartered Financial Planner, Cotswold Wealth Solutions, 13 Market Place, Tetbury, Gloucestershire, GL8 8DA.

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.

Jon Bellamy - Restricted Whole of Market Adviser

Local

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

Contact: Jon Bellamy, Bellamy Wealth Management, Lime Kiln House Lime Kiln, Royal Wootton Basset, Swindon, Wiltshire, SN4 7HF.

Michael Lester- 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: Michael Lester, Lester Brunt Wealth Management, Dickens House, 15 West Borough, Wimborne, Dorset, BH21 1LT.

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.

Sarah Quirk - Restricted Whole of Market

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: Sarah Quirk, Sarah Quirk Wealth Associates, 9 Chalice Ct, Hedge End, Southampton, Hampshire, SO30 4TA.

Sharon Marson - 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: Sharon Marson, Marson Wealth Management, Bracken Ridge Cottage Butterrow Hill, Stroud, Gloucestershire, GL5 2LS.

Simon Bray

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 Equity Release Inheritance tax p...

Contact: Simon Bray, Simon Bray Wealth Management Ltd, Wittas House, Station Lane, Witney, Oxfordshire, OX28 4BH.

Stephen Carpenter - Restricted 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 Inherita...

Contact: Stephen Carpenter, Brewin Dolphin, 2-4 Woodstock Court, Blenheim Road, Marlborough, Wiltshire, SN8 4AN.

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.

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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