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Alan Wiseman - Restricted Whole of Market Adviser
Restricted Whole of Market Adviser for older people and their familiesWhat does it do?
I am a Restricted 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
My particular specialisms are:
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 investments
Who it is for?
Older people and their families.
Where it is available?
Local service serving within 25km of PO157AF.
What it costs:
I charge a fee and commission 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:
30/04/2019
Provider
St. James's Place Wealth Management, 1460 Parkway, Whiteley, Fareham, Hampshire, PO15 7AF