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