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Penny Wotherspoon - Restricted Whole of Market
Restricted Whole of Market Adviser for older people and their familiesWhat 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:
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