David Summers - Restricted Whole of Market Adviser

Restricted Whole of Market advice for older people and their families

What does it do?

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 or by phone.

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

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of TN38AD.

What it costs:

I charge a commission 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.

Classification(s):

Info last updated:

11/04/2019
Provider
Seventy Seven Wealth Management Ltd, Little Coldharbour Farm, Lamberhurst, Kent, TN3 8AD