Penny Wotherspoon - Restricted Whole of Market

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
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of EH37NS.

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
PW & Partners, 18-22 Melville St, Edinburgh, Mid Lothian, EH3 7NS