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Lisa Colley - Restricted Whole of Market Advice
Restricted financial advice for older people and their families.What does it do?
I provide restricted financial advice to older people and their families.
I do this in whichever way suits my client - in their home or at my office.
My particular specialisms are:
- Paying for Care
- Equity Release
- Inheritance Tax Planning
- Pensions
- Savings and Investment
- Injury Trust Investment
Who it is for?
Older people and their families.
Where it is available?
Local service serving within 25km of EC3V 9BQ.
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:
17/01/2022
Provider
Frost Wealth Management Ltd - St. James's Place Wealth Management, 30 Lombard Street, London, EC3V 9BQ