Louise Woollard Restricted Whole of Market Adviser

Restricted Whole of Market Adviser for older people and their families

What does it do?

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
  • 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 HD64AH.

What it costs:

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

A bit more about me

I have worked in Financial Services for over 15 years. Many of my client meetings take place due to difficult or stressful life events. This could be due to bereavement or deciding to enter a care home due to ill health. I pride myself on handling what can be difficult and emotional situations with care and empathy. I take time to understand all of the relevant facts whether emotional, personal or financial. This ensures that my advice is well considered, specific and relevant.

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)
  • CF8
  • FPC 1
  • FPC 2
  • FPC 3
  • CF1
  • CF3
  • CF4
  • CF5
  • CF6
  • CF8
  • J08
  • R02
  • ER1
  • CeMap
  • G10
  • AF5

Classification(s):

Info last updated:

12/08/2017
Provider
Louise Woollard Financial, Thornhill Brigg Mill, Thornhill Beck Lane, Brighouse, West Yorkshire, HD6 4AH