Nicola Crosbie -Restricted Whole of Market Adviser

Restricted Whole of Market Adviser for older people and their families

What does it do?

I am a Restricted Whole of Market Adviser to older people and their families.

I do this in 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 KA151AY.

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)

CF7

HR1

CF8

Classification(s):

Info last updated:

04/12/2017