Danielle Watt-Jones - Restricted Whole of Market

Restricted Whole of Market advice for older people and their families

What does it do?

I provide independent financial advice to older people and their families.

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of SA127BR.

What it costs:

I charge a fee for my services, or fee and commission or commission. The first hour of advice is at adviser's own expense.

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.

FCA Number
DXJ00059 (personal)

539982 (company)

Qualifications

Certificate in Financial Planning (FPC)

CII ER1

CF8

Classification(s):

Info last updated:

12/08/2017
Provider
DWJ Wealth Management Ltd, SA12 Business Centre , Seaway Parade, Baglan Energy Park, Baglan, SA12 7BR