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Lucy Davison - Independent Financial Advice
Independent financial advice for older people and their familiesWhat 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, at my office or by telephone.
My particular specialisms are:
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
- Equity release
- 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 DL62NA.
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.
Classification(s):
Info last updated:
11/08/2017
Provider
Easby Gale & Phillipson, Trinity House, Thurston Road, Northallerton, North Yorkshire, DL6 2NA