Jonathan Stevens - Independent Financial Adviser

Independent Financial Adviser for older people and their families

What does it do?

I am an Independent Financial 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:
  • Paying for care
  • 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 BS495JL.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work. First hour of advice 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.

Classification(s):

Info last updated:

02/09/2020
Provider
Somerset Court, Brinsea Road, Congresbury, Bristol, BS49 5JL