Colin Jessopp - Restricted Whole of Market Adviser

Restricted Whole of Market advice for older people and their families

What does it do?

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 or by phone.

My particular specialisms are:
  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of OX270HT.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

A bit more about me

I am committed to building long-term, trusted relationships and my clients feel that the advice I give is of the highest standard.

With the backing of such a prestigious company behind me, I have wealth of support and technical knowledge at my disposal, as well as access to what we consider to be "best of breed" panel providers. All of this additional resource means that I should always be able to offer appropriate solutions to address your specific needs and objectives.

Classification(s):

Info last updated:

11/08/2017
Provider
St. James's Place Wealth Management, 3 Rectory Close, Marsh Gibbon, Oxford, Oxfordshire, OX27 0HT