Liz Wade - Restricted Whole of Market Adviser

Restricted Whole of Market Adviser for older people and their families

What does it do?

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
  • Equity release
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

A bit more about me

It’s fact – we’re all living longer. Which is great news……isn’t it?

What it does mean is that our retirement income needs to last for longer, and as we get older we may well find ourselves needing some extra help in the form of paid for Care.

Planning for the future can be a bit daunting and it’s quite often something we put off until we reach a crisis. But whether you’re planning well in advance, or have just reached that crisis point I can help.

I specialise in providing advice to people approaching retirement and beyond. So you may need some help to plan your retirement income, or to ensure that you can pass on money to your loved ones in a tax efficient manner. Or perhaps you, or someone you know, is facing paying Care Fees for the foreseeable future and you want to ensure that you've considered all the options.

And it’s not just the elderly who need Later Life Advice – you may well be reading this because you are acting on behalf of an elderly relative and supporting them in making financial decisions regarding their future.

Whatever the situation just get in touch with me for a chat and I will explore how I can help you. Every situation is different and there are always a lot of factors to consider, but I can help by clearly explaining the options and assisting you in making informed decisions.

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of RH76HA.

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.

Qualifications

  • Certificate in Financial Planning (FPC)
  • CII ER1
  • CF8

Classification(s):

Info last updated:

12/08/2017
Provider
Melo Financial Planning, Apple Cottage,, Vicarage Road, Lingfield, Surrey, RH7 6HA